Charles River IMS
by State Street
Front-to-middle office investment management system for asset managers
What is Charles River IMS?
Charles River Investment Management Solution (IMS) is a front- and middle-office platform for investment managers, covering portfolio management, order and execution management, pre- and post-trade compliance and performance analytics. It is delivered as SaaS and forms the technology core of State Street's Alpha front-to-back offering. It supports multiple asset classes including equities, fixed income and derivatives. It is used by asset managers, asset owners, insurers and wealth managers.
Key facts
- Starting price
- Contact for quote
- Pricing model
- Quote-based
- Active users
- —
- Customers
- —
- Vendor employees
- 33,783
- Launched
- 1984
- Deployment
- Cloud (SaaS)
- Platforms
- Web
Strengths & considerations
Strengths
- Integrated front-to-middle office workflows
- Strong portfolio management and compliance checks
- Hosted delivery reduces infrastructure burden
Considerations
- Implementation is complex and lengthy
- Customization often requires vendor services
- Pricing only on request
- No free plan or free trial
Editorial summary based on public information; not a user review.
Industries & use cases
Industries served
Typical use cases
- Front-to-back investment operating model consolidation
- Outsourced fund accounting and middle-office operations
- Investment data management for portfolio analytics
Typical Deloitte services
- Investment operations target operating model design
- Front-to-back platform implementation and data migration
- Regulatory and data governance programs for asset managers
Editorial profile based on public information.
Features
✓Multi-currency· Finance
✓API access· Integrations
✓Custom reports· Reporting
✓Dashboards· Reporting
✓Single sign-on (SSO)· Security
✓Role-based access· Security
✓Audit log· Security
User reviews
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