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SPECIFICTION
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Charles River IMS

crd.com

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Spec score 7.6 #5 of 32 in Investment Compliance Software

Spec sheet

Product
Charles River IMS is a cloud-based, multi-asset investment management platform that connects portfolio management, risk analytics, trading, post-trade settlement, compliance, and managed data.Read 8 Oct 2026 · crd.com
Intended users
The company identifies investment and wealth managers, asset owners, and insurers as users of Charles River IMS.Read 8 Oct 2026 · crd.com
Integrations
The portfolio page features MSCI, Axioma, RIMES, Opturo, and Jacobi as partners for portfolio and risk analytics, data, performance analytics, or portfolio management.Read 8 Oct 2026 · crd.com
Security
The company says the platform has robust security infrastructure backed by State Street; its site displays an ISO 27001 service mark.Read 8 Oct 2026 · crd.com
Support
Charles River says it offers clients 24/7 support globally.Read 8 Oct 2026 · crd.com
Headquarters
Burlington, Massachusetts, USARead 28 Sep 2026 · crd.com
Allocation analysis
YesRead 20 Sep 2026 · crd.com
APIs
Public APIs let clients interface with custodians, algorithm providers, accounting and post-trade systems, and regulatory reporting utilities.Read 8 Oct 2026 · crd.com
Asset class coverage
multi_asset_alternativesRead 20 Sep 2026 · crd.com
Asset coverage
Charles River says its analytics span over 200 asset types across public, private, and over-the-counter markets.Read 8 Oct 2026 · crd.com
Cloud platform
Charles River IMS uses Microsoft Azure and is described as a cloud-based, open-architecture platform.Read 8 Oct 2026 · crd.com
Performance reporting
YesRead 20 Sep 2026 · crd.com
Portfolio analysis
Portfolio managers can analyze and visualize positions, risk, and performance with filters, pivots, scenario analysis, and what-if simulations.Read 8 Oct 2026 · crd.com
Portfolio construction
The portfolio tools support optimization against benchmarks and models, model management, benchmark blends, and ETF basket workflows.Read 8 Oct 2026 · crd.com
Pricing availability
The portfolio page invites prospects to request a demo and brochure but does not publish Charles River IMS pricing.Read 8 Oct 2026 · crd.com
Risk analysis
YesRead 20 Sep 2026 · crd.com
Risk analytics
The page lists single-security analytics, factor-based risk decomposition, value at risk, liquidity risk, stress testing, and scenario analysis.Read 8 Oct 2026 · crd.com
Tax-lot tracking
YesRead 20 Sep 2026 · crd.com
Training
Charles River offers expert-led training and structured learning paths, with customized training available at client sites.Read 8 Oct 2026 · crd.com

Plans and prices

Charles River IMS Priced on request Pricing available by contacting Charles River Read 8 Oct 2026 · crd.com

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