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Investment management platform by State Street providing OMS, compliance, and risk for asset managers.

Pricing

Enterprise

Founded

1984

Team size

1,001-5,000 employees

Headquarters

Burlington, MA

At a glance

Pricing model

Custom quote

Integrates with

State Street middle office servicesState Street back office servicesState Street Alpha

About Charles River IMS

Charles River IMS is an enterprise investment management system (part of State Street Alpha) covering the front and middle office: portfolio management, order and execution management, compliance, risk, and post-trade processing across asset classes. It serves asset managers, hedge funds, insurers, and wealth managers seeking a single platform for the investment lifecycle. Sold as a large, configured enterprise subscription.

Buyer Fit & Positioning

Procurement & Fit

Structured facts from the vendor to help your security, finance, and procurement reviews move faster.

Trust

Security & compliance

The vendor hasn’t added security or compliance details yet.

Pricing

Commercial model

Pricing model: Custom quote

Free trial: No

Free plan: No

Contract minimum: Not specified

Procurement

Purchasing & legal

The vendor hasn’t added purchasing & legal details yet.

Fit

Best-fit company size

Company-size fit has not been specified yet.

Implementation & Procurement

Commercial Fit & Ecosystem

Proof, Outcomes & Momentum

Alternatives, Migration & Buyer Objections