Tech riderRev. 8 Oct 2026
Charles River IMS
- 1Runs onAPI, Web
- 2Performance reportingYes
2 lines stated Written from the maker's own pages: crd.com
Overview
Charles River IMS is ranked #36 of 81 in portfolio management software on Specifiction, made by Charles River IMS (Burlington, Massachusetts, USA). It runs on API, Web.
Charles River IMS plans and pricing
All plansCharles River IMS Pricing available by contacting Charles River crd.com · 8 Oct 2026
Compared on portfolio management software
- Performance reporting
- Yescrd.com
Facts
- Asset class coverage
- multi_asset_alternativescrd.com · 20 Sept 2026
- Allocation analysis
- Yescrd.com · 20 Sept 2026
- Risk analysis
- Yescrd.com · 20 Sept 2026
- Tax-lot tracking
- Yescrd.com · 20 Sept 2026
- 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.crd.com · 8 Oct 2026
- Portfolio analysis
- Portfolio managers can analyze and visualize positions, risk, and performance with filters, pivots, scenario analysis, and what-if simulations.crd.com · 8 Oct 2026
- Portfolio construction
- The portfolio tools support optimization against benchmarks and models, model management, benchmark blends, and ETF basket workflows.crd.com · 8 Oct 2026
- Risk analytics
- The page lists single-security analytics, factor-based risk decomposition, value at risk, liquidity risk, stress testing, and scenario analysis.crd.com · 8 Oct 2026
- Asset coverage
- Charles River says its analytics span over 200 asset types across public, private, and over-the-counter markets.crd.com · 8 Oct 2026
- Integrations
- The portfolio page features MSCI, Axioma, RIMES, Opturo, and Jacobi as partners for portfolio and risk analytics, data, performance analytics, or portfolio management.crd.com · 8 Oct 2026
- APIs
- Public APIs let clients interface with custodians, algorithm providers, accounting and post-trade systems, and regulatory reporting utilities.crd.com · 8 Oct 2026
- Cloud platform
- Charles River IMS uses Microsoft Azure and is described as a cloud-based, open-architecture platform.crd.com · 8 Oct 2026
- Security
- The company says the platform has robust security infrastructure backed by State Street; its site displays an ISO 27001 service mark.crd.com · 8 Oct 2026
- Support
- Charles River says it offers clients 24/7 support globally.crd.com · 8 Oct 2026
- Training
- Charles River offers expert-led training and structured learning paths, with customized training available at client sites.crd.com · 8 Oct 2026
- Intended users
- The company identifies investment and wealth managers, asset owners, and insurers as users of Charles River IMS.crd.com · 8 Oct 2026
- Pricing availability
- The portfolio page invites prospects to request a demo and brochure but does not publish Charles River IMS pricing.crd.com · 8 Oct 2026
Company
- Headquarters
- Burlington, Massachusetts, USAcrd.com · 28 Sept 2026
Best Charles River IMS alternatives
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Where it ranks on Specifiction
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Sources
- crd.com/solutions/portfolio-management· checked 20 Sept 2026
- crd.com/company/about-us/· checked 8 Oct 2026
- crd.com/services/cloud· checked 8 Oct 2026
- crd.com/services/educational-services/· checked 8 Oct 2026