List of Charles River IBOR Customers

Charles River Development

700 District Avenue,
Burlington, 1803, MA,
United States

https://www.crd.com/

1 781-238-0099

Professional Services

1200

$880M

Since 2010, our global team of researchers has been studying Charles River IBOR customers around the world, aggregating massive amounts of data points that form the basis of our forecast assumptions and perhaps the rise and fall of certain vendors and their products on a quarterly basis.

Each quarter our research team identifies companies that have purchased Charles River IBOR for Treasury Management from public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources, including the customer size, industry, location, implementation status, partner involvement, LOB Key Stakeholders and related IT decision-makers contact details.

Companies using Charles River IBOR for Treasury Management include: Brown Brothers Harriman, a United States based Banking and Financial Services organisation with 6000 employees and revenues of $3.10 billion, RWC Partners, a United Kingdom based Banking and Financial Services organisation with 120 employees and revenues of $94.0 million, Rest Super, a Australia based Banking and Financial Services organisation with 649 employees and revenues of $90.0 million, Montanaro Asset Management, a United Kingdom based Banking and Financial Services organisation with 76 employees and revenues of $31.0 million, TPT Retirement Solutions, a United Kingdom based Banking and Financial Services organisation with 150 employees and revenues of $22.0 million and many others.

Contact us if you need a completed and verified list of companies using Charles River IBOR, including the breakdown by industry (21 Verticals), Geography (Region, Country, State, City), Company Size (Revenue, Employees, Asset) and related IT Decision Makers, Key Stakeholders, business and technology executives responsible for the software purchases.

The Charles River IBOR customer wins are being incorporated in our Enterprise Applications Buyer Insight and Technographics Customer Database which has over 100 data fields that detail company usage of software systems and their digital transformation initiatives. Apps Run The World wants to become your No. 1 technographic data source!

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Customer	Industry	Empl.	Revenue	Country	Vendor	Application	Category	When	SI	Insight Source
Brown Brothers Harriman	Banking and Financial Services	6000	$3.1B	United States	Charles River Development	Charles River IBOR	Treasury Management	2015	n/a	In 2015, Brown Brothers Harriman implemented Charles River IBOR. The deployment targeted Treasury Management functions within Capital Partners and portfolio accounting, establishing an Investment Book of Record to centralize trade and position data across the business. Charles River IBOR was configured to support position management, trade capture, cash processing, securities lifecycle processing and tax lot management, aligning with standard Investment Book of Record capabilities. Reconciliation workflows were established to identify and route position breaks and trade discrepancies for operational remediation, with automation of daily reconciliation processes where supported by the platform. The implementation integrated Charles River IBOR with the AddVantage accounting system and with the custodian to ensure transaction flow consistency between trading records and accounting records. Operational coverage explicitly included Portfolio Accounting and Capital Partners operations, with daily reconciliations, securities and cash processing, trade activity handling and client inquiry resolution documented as core operational processes. Governance changes formalized reconciliation ownership and escalation paths, embedding Portfolio Accounting Specialists into the IBOR to AddVantage reconciliation and client service workflows. The rollout emphasized process improvement, cross training for backup coverage and structured escalation to management for unresolved breaks, preserving operational continuity across affected business functions.
Montanaro Asset Management	Banking and Financial Services	76	$31M	United Kingdom	Charles River Development	Charles River IBOR	Treasury Management	2018	n/a	In 2018, Montanaro Asset Management implemented Charles River IBOR within its Charles River Investment Management Solution to deliver real-time position and cash updates to the front office. Charles River IBOR, a Treasury Management application, was positioned to support portfolio management and trading functions and to provide a consolidated view of holdings across asset classes for Montanaro’s London operations. The deployment centered on the Charles River IBOR module and its intraday position and cash processing capabilities, including maintained position and reconciliation histories and consolidated holdings across asset classes. Montanaro had operated Charles River IMS for portfolio management, compliance and trading for six years, and the IBOR configuration extended those workflows by surfacing up to date position and cash information directly to portfolio managers and traders. Architecturally the IBOR implementation delivered real-time position and cash updates to the front office independent of back-office accounting systems and custodians, removing reliance on proprietary reconciliation tools. Operational coverage focused on front-office trading and portfolio management teams in London, eliminating manual reconciliation workstreams and reducing the need for standalone position feeds. Governance changes emphasized an enclosed system with recorded position and reconciliation histories, improving control over intraday data used for trading decisions. According to Montanaro’s Head of Systems, the IBOR implementation removed manual reconciliation and proprietary tools, and accurate intraday cash updates enabled the firm to remain fully invested, while vendor commentary noted the reduction in trading errors due to stale position data.
Rest Super	Banking and Financial Services	649	$90M	Australia	Charles River Development	Charles River IBOR	Treasury Management	2021	n/a	In 2021, Rest Super implemented Charles River IBOR as part of the cloud-based Charles River Investment Management Solution to consolidate front and middle office operations, addressing Treasury Management requirements across asset allocation, global equities, fixed income, FX and futures. The implementation was scoped as a whole-of-fund solution to support both internally managed investments and combined internal and external investment management workflows, with the Charles River Investment Book of Record providing real-time cash and positions. Rest Super positioned Charles River IBOR to centralize portfolio visibility and operational control across trading and investment teams. The deployment included core functional modules for portfolio construction, decision support, risk monitoring, collateral management, order management and compliance, with configuration focused on delivering a single desktop workflow for front and middle office use. Charles River IBOR was used to instrument order lifecycle workflows, reconcile real-time positions and cash, and provide a transparent audit trail for compliance and post trade processing. The implementation emphasized automation of routine processes and standardized investment operations consistent with Treasury Management functional terminology. The solution was delivered as a cloud SaaS on Microsoft Azure, with integration points explicitly described to State Street custodial services and State Street Alpha Data Services for data management. The use of Azure supported rapid provisioning of compute and storage capacity and was cited as a suitable approach for addressing data residency considerations in the Australian market. Local presence in Melbourne was noted as part of operational support and client engagement in the Asia Pacific region. Governance and workflow changes focused on creating a transparent, auditable view across business functions including portfolio management, trading, risk, compliance and operations, and on automating processes to achieve operational efficiencies. Outcomes described in the implementation included improved transparency and workflow orchestration, the ability to rapidly deploy new products and services, and a platform aimed at supporting a global best practice internal investment capability for Rest Super.
	Banking and Financial Services	120	$94M	United Kingdom	Charles River Development	Charles River IBOR	Treasury Management	2019	n/a
	Banking and Financial Services	150	$22M	United Kingdom	Charles River Development	Charles River IBOR	Treasury Management	2020	n/a

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Buyer Intent: Companies Evaluating Charles River IBOR

ARTW Buyer Intent uncovers actionable customer signals, identifying software buyers actively evaluating Charles River IBOR. Gain ongoing access to real-time prospects and uncover hidden opportunities. Companies Actively Evaluating Charles River IBOR for Treasury Management include:

Galatea Associates, a United States based Professional Services organization with 15 Employees

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