at Financial Technnology Year
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Charles River IMS
from Charles River Development
An integrated investment management platform that offers order management, portfolio management, and compliance tools within a centralized system.
Category:
Order Management Systems (OMS)
Software that facilitates the execution of investment decisions through trade order generation, routing, and execution. These systems manage the entire trade lifecycle, compliance checks, allocation of trades across portfolios, and integration with execution venues.
Analysis on right >
Category:
Portfolio Management Systems
Comprehensive platforms that enable portfolio construction, optimization, rebalancing, and monitoring of investment portfolios across various asset classes. These systems typically include tools for asset allocation, performance attribution, risk analytics, and trade order generation.
Order Management Systems (OMS) analysis
Client Service & Support
(8 Yes /8 Known /10 Possible features)
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1. Comprehensive Service Level Agreement (SLA)
A clearly defined agreement covering uptime, support levels, and issue response.
Comprehensive SLAs covering uptime, support, and response times are available for clients.
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2. Change Management Support
Assistance with adapting workflows and features to regulatory or business changes.
Change management support is built into the service and account management model.
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3. Client Community/Forum Access
Ability to interact with other clients and share feedback.
Client community and peer forums are available as part of the customer engagement strategy.
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4. Yearly System Updates
Frequency of major product upgrades and enhancements.
No information available
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5. Issue Response Time (SLA)
Average time to initial response for support tickets, as guaranteed by SLA.
No information available
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6. User Training Programs
Formal training offerings and user education.
Structured user training programs are available, including in-person and virtual options.
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7. Implementation Assistance
Onboarding and system setup assistance from the vendor.
Implementation assistance and client onboarding are featured for new and upgrading clients.
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8. In-Product Help & Knowledge Base
Accessible documentation, FAQs, and help resources within the product.
In-product help and a searchable knowledge base are available for users.
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9. Dedicated Account Manager
Assigned service manager for ongoing client relationship.
Dedicated account managers are offered for major clients and referenced in service descriptions.
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10. 24/7 Support Availability
Round-the-clock technical assistance for clients.
24/7 support is offered as part of premium support and managed services SLAs.
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Scalability & Flexibility
(8 Yes /8 Known /10 Possible features)
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Performance & Reliability
(5 Yes /5 Known /10 Possible features)
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Workflow & Automation
(9 Yes /9 Known /10 Possible features)
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Data Management & Quality
(9 Yes /9 Known /10 Possible features)
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Security & Access
(9 Yes /9 Known /10 Possible features)
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Reporting & Analytics
(8 Yes /8 Known /10 Possible features)
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User Experience & Workflow
(8 Yes /8 Known /10 Possible features)
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Compliance & Risk Controls
(8 Yes /8 Known /10 Possible features)
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Integration & Connectivity
(9 Yes /9 Known /10 Possible features)
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Core Order Management
(11 Yes /11 Known /13 Possible features)
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Publicly available data, summarised using AI.
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