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Charles River IMS Overview

Charles River IMS is a leading investment management software designed to streamline the investment process for asset managers and institutional investors. This comprehensive platform offers a suite of tools for portfolio management, risk assessment, and compliance monitoring, ensuring organizations can optimize their investment strategies. With its user-friendly interface, Charles River IMS allows users to track investment performance in real-time, analyze market trends, and generate detailed reports for stakeholders. The software integrates seamlessly with trading systems and market data providers, enhancing operational efficiency and data accuracy. Additionally, Charles River IMS features advanced analytics capabilities, offering insights into risk exposure and performance metrics. By adopting Charles River IMS, organizations can enhance their investment management processes, improve decision-making, and drive growth in a competitive financial landscape.

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Contact Details

  • Vendor Name Charles River
  • Founded
  • Location United States

Support

  • Chat Chat

Training

  • In-person In-person
  • Webinar Webinar
  • Documentation Documentation

Licensing & Deployment

  • Proprietary Proprietary
  • Cloud Hosted Cloud Hosted
  • Web-Based Web-Based

Typical Customers

  • Self-Employed Self-Employed
  • Small-Business Small-Business
  • Midsize-Business Midsize-Business

Languages Supported

English

Industries

Information Technology & Services

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Charles River IMS Features

  • Arrow Icon Accounting
  • Arrow Icon Alerts/Notifications
  • Arrow Icon Financial Analysis
  • Arrow Icon Visual Analytics
  • Arrow Icon For Investors & Traders
  • Arrow Icon For Investment Advisors
  • Arrow Icon Risk Management
  • Arrow Icon Modeling & Simulation
  • Arrow Icon Portfolio Management
  • Arrow Icon Performance Metrics
  • Arrow Icon Compliance Tracking
  • Arrow Icon Bonds/Stocks
  • Arrow Icon Mobile Access
  • Arrow Icon Commodity Futures
  • Arrow Icon Portfolio Rebalancing
  • Arrow Icon Fund Management
  • Arrow Icon Client Portal
  • Arrow Icon Benchmarking
  • Arrow Icon Client Management

Charles River IMS Pricing

Pricing Type

  • Pricing Type Per Feature

Preferred Currency

  • USD ($) USD ($)

Free Trial

  • NA

Free Version

  • NA

Payment Frequency

  • NA

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Charles River IMS FAQs

Charles River IMS is a leading investment management software designed to streamline the investment process for asset managers and institutional investors. This comprehensive platform offers a suite of tools for portfolio management, risk assessment, and compliance monitoring, ensuring organizations can optimize their investment strategies. With its user-friendly interface, Charles River IMS allows users to track investment performance in real-time, analyze market trends, and generate detailed reports for stakeholders. The software integrates seamlessly with trading systems and market data providers, enhancing operational efficiency and data accuracy. Additionally, Charles River IMS features advanced analytics capabilities, offering insights into risk exposure and performance metrics. By adopting Charles River IMS, organizations can enhance their investment management processes, improve decision-making, and drive growth in a competitive financial landscape.

  • No, Charles River IMS does not offer a free version.

  • Yes, Charles River IMS offers a free trial.

  • No, Credit Card details are not required for the Charles River IMS trial.

  • No, Charles River IMS does not offer an API.

  • Charles River IMS offers support with the following options:
    • Chat

  • Charles River IMS offers training with the following options:
    • In-person , Webinar , Documentation

  • Charles River IMS supports the following languages:
    • English

  • Following are the typical users of the Charles River IMS:
    • Self-Employed , Small-Business , Midsize-Business

  • Charles River IMS supports the following deployment:
    • Cloud Hosted

  • Charles River IMS supports the following devices and operating systems:
    • Web-Based