Name: Charles River IMS
Rating: 9 (5 reviews)
Author: State Street

Help Desk

Web and Video Conferencing

Customer Support

AI Development

Beta Testing

Performance Testing

Virtual Reality

Development

Business Intelligence (BI)

Collaboration

Emissions Management

Integrated Workplace Management (IWMS)

Intellectual Property (IP) Management

Online Notary

Enterprise

Accounting

Accounts Receivable

Crypto Tax

Payment Gateway

Finance and Accounting

Applicant Tracking

Corporate Learning Management

HR Management

Payroll

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

3D Printing

AI Governance

Cloud Storage

Custom Software Development Services

Data Deduplication

Data Science

Database-as-a-Service (DBaaS)

Fraud Detection

Game Engine

Integration Platform as a Service (iPaaS)

Intranet

Migration

Network Performance Monitoring

Open-Source Database

SaaS Management

Service Virtualization

Time Series Databases

Value-Added Resellers (VARs)

Information Technology

A/B Testing

Ad Serving & Retargeting

All-in-One Marketing

Content Management

Data Management

Ecommerce Personalization

Email Marketing

Marketing Automation

Mobile Advertising

Press Release Management

Product Intelligence

Social Media Management

Survey & Forms Building

Video Streaming

Web Analytics

Marketing

Project Management

Professional Services

Customer Relationship Management (CRM)

Point of Sale

Sales Enablement

Sales Training

Sales

Secure Service Edge (SSE)

Security

Banking

Digital Forensics

Equation Editors

Geographic Information

Hospital Management

Insurance Agency Management

Insurance Claims Management

Intelligent Document Processing

Medical Office EMR & EHR

Physical Therapy

Veterinary

Vertical-Specific

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The Charles River Investment Management Solution (Charles River IMS) automates front and middle office processes for buy-side firms. The solution helps enable accurate and timely investment decision support for institutional and wealth managers, alternative investment firms, insurers and asset owners. Charles River IMS helps clients streamline operations, reduce risk, and improve reliability.

Covercy is a Banking-Embedded Investment Management Platform built for commercial real estate investment firms. It offers automated distribution & capital call payment processing, an Investor Portal, and APY yielding checking accounts.

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Charles River IMS

Investment Portfolio Management

Likelihood to Recommend

State Street

E*TRADE

Interactive Brokers

Senior Financial Analyst

Charles River Portfolio Management & Risk Analytics 2023-01-25 08:50:39

TrustRadius is a technology and business research firm based in Austin, Texas. The company is known as a review platform for verified B2B technology and software reviews through a proprietary algorithm and human verification.

TrustRadius

Home

Investment Portfolio Management Software

We run a project for a family office envolved in asset management of high net worth individuals residing in US. The scope of project considers switch to unified trading and analytical tool for portfolio management and systematic rebalancing of portfolio of US stocks. We are considering next to launch of our Amazon Quicksight analytics data management tools to switch from several trading platforms with no definite segregation for back to front operations to use unified Charles River Portfolio Management &amp; Risk Analytics account to manage our shareholder investment activity. The Charles River Portfolio Management &amp; Risk Analytics is primarly focused on bonds trading which fits our current strategy to use automated approach and rely on large and respected custodian account so we are waiting our successfull account transfer.

Focused on bonds
Risk approache based on counterparties risk measurement
Buid in scenario strategies and testing
CDS are available for trading (exlusive offering)
Portfolio construction
Yield analytics
Exotics: SWAPs, SWAPtions
Sophisticated options analytics
Currency forwards (exclusive offering)

Equities - microstructure to consider detection of iceberg orders
Build in algos for large trades execution
Corporate or Banking level platform - not focused on mid sized business
SAP connectivity
Only Charles River Portfolio Management & Risk Analytics accounts
No trading group accounts capabilities
Needs arbitrage trading algo: spread, statistical, merger for stocks

Systematic: Charles River Portfolio Management & Risk Analytics is respectable custodian
Trading: we want to focus more on bonds
Trading: 1-10% of portfolion for exotic instruments like CDS, metal SWAPS
Third party coonectivity to book keeping
Available for API integrations
Cloud Based

Neutral. We are in system migration process.
We expect to get our P&L less volatile (+/- 5%). More international bonds in a mix
Top custodian is our first priority

Interactive Brokers, Active Trader Pro (Fidelity Investments) and E*TRADE

Interactive Brokers, Active Trader Pro (Fidelity Investments), E*TRADE

We would love to qualify and completele integrate of Charles River Portfolio Management &amp; Risk Analytics in later stages of our integration project.

Charles River IMS

Overview

What is Charles River IMS?