List of Charles River IMS - Portfolio Management Customers
Charles River Development
700 District Avenue,
Burlington, 1803, MA,
United States
Burlington, 1803, MA,
United States
1 781-238-0099
Professional Services
1200
$880M
Since 2010, our global team of researchers has been studying Charles River IMS - Portfolio Management 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 IMS - Portfolio Management for Portfolio and Investment 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 IMS - Portfolio Management for Portfolio and Investment Management include: RBC Wealth Management, a Canada based Banking and Financial Services organisation with 96165 employees and revenues of $40.41 billion, BlackRock, a United States based Professional Services organisation with 22600 employees and revenues of $24.22 billion, Charles Schwab, a United States based Banking and Financial Services organisation with 33000 employees and revenues of $20.73 billion, JP Morgan (Asset Management & Private Wealth Management), a United States based Banking and Financial Services organisation with 15000 employees and revenues of $13.20 billion, National Australia Bank Asset Servicing, a Australia based Banking and Financial Services organisation with 35000 employees and revenues of $12.00 billion and many others.
Contact us if you need a completed and verified list of companies using Charles River IMS - Portfolio Management, 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 PPM software purchases.
The Charles River IMS - Portfolio Management 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 PPM software systems and their digital transformation initiatives. Apps Run The World wants to become your No. 1 technographic data source!
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| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight |
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Allan Gray | Banking and Financial Services | 1200 | $500M | South Africa | Charles River Development | Charles River IMS - Portfolio Management | Portfolio and Investment Management | 2018 | n/a |
In 2018 Allan Gray implemented Charles River IMS - Portfolio Management as a cloud based, software as a service deployment to consolidate investment operations. The engagement placed Charles River IMS - Portfolio Management at the center of Allan Gray's Portfolio and Investment Management stack, providing portfolio managers, traders and compliance teams with a single view of investments across product types.
The implementation configured capabilities to manage assets across segregated mandates and unitised funds, and to support straight through processing from the investment decision through to compliance and trade execution. Charles River’s comprehensive support for all asset classes was applied to portfolio management, order management workflows, compliance monitoring and trade execution orchestration.
Operational coverage included Allan Gray’s investment, trading and compliance functions across its South African offices in Cape Town, Johannesburg, Pretoria and Durban, and extended to its regional offices in Windhoek, Gaborone, Nairobi and Lagos. The cloud based deployment used fully managed data services to centralize data stewardship and provide access to up to date software capabilities without on premise infrastructure.
Governance changes focused on systems consolidation and centralized data management to support a single investment view and consistent compliance controls. According to the provider statement this approach was intended to increase operational efficiency and reduce risk, while enabling better investment decisions through consolidated reporting and integrated investment workflows.
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Bangkok Capital Asset Management | Banking and Financial Services | 50 | $3M | Thailand | Charles River Development | Charles River IMS - Portfolio Management | Portfolio and Investment Management | 2016 | n/a |
In 2016, Bangkok Capital Asset Management implemented Charles River IMS - Portfolio Management as a consolidated front and middle office platform. The deployment used the SaaS based Charles River IMS - Portfolio Management to address Portfolio and Investment Management needs across portfolio management, trading, compliance, and settlement for the firm.
The implementation focused on core modules including portfolio management and integrated performance measurement and attribution, a common trading platform across asset classes, continuous compliance and risk monitoring throughout the investment process, and automation of trade settlement workflows. The project explicitly configured integrated performance attribution and decision support workflows for portfolio managers and traders, and instrument support was extended to cover complex Thai instruments and local market requirements.
BCAP integrated Charles River Data Service to provide real time pricing and benchmark reference data for global and local Thai markets, enabling front office price discovery and market data normalization. Operational coverage centered on front and middle office functions at Bangkok Capital Asset Management, supporting portfolio managers, traders, and compliance teams, and the firm is noted as one of twelve local asset managers using Charles River in Thailand.
Governance and process changes included centralized compliance monitoring and risk controls embedded into trading and settlement workflows, with rollout conducted in partnership with Charles River to standardize operational procedures. Outcomes cited by the firm include enhanced automation and data access for portfolio managers and traders and greater visibility into performance and risk, and vendor commentary indicated the platform enables firms to replace many systems with one multi asset platform to support business growth.
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Banque et Caisse d'Epargne de l'Etat du Luxembourg | Banking and Financial Services | 1800 | $632M | Luxembourg | Charles River Development | Charles River IMS - Portfolio Management | Portfolio and Investment Management | 2014 | n/a |
In 2014 Banque et Caisse d'Epargne de l'Etat du Luxembourg went live on Charles River IMS - Portfolio Management, deploying an enterprise-wide, front and middle office investment management platform for BCEE Asset Management. The implementation centered on the Portfolio and Investment Management category and established a central workspace to manage multi-asset activity across Equity, Fixed Income, and Foreign Exchange.
Charles River IMS - Portfolio Management was configured to consolidate analysis and portfolio construction workflows into a single view, enabling portfolio managers to perform what-if analysis and benchmark comparisons within the same system. The deployment included an embedded compliance rules library and advanced rule-building tools to codify internal controls and regulatory directives such as UCITS IV, and to automate compliance checks as part of routine portfolio operations.
Operationally the solution unified front-office portfolio management and middle-office trade monitoring, supporting real-time communication between Portfolio Managers and Traders and automating monitoring of each step of the trade process. The system removed reliance on disparate spreadsheets and older front-office technology by centralizing portfolio analytics, trade orchestration, and compliance instrumentation on a single platform.
Governance and workflow changes emphasized automated compliance enforcement and consolidated decision support, with Portfolio Managers adopting the Charles River Investment Management Solution as the primary workspace for strategy evaluation and trade construction. Reported outcomes included improved decision making, reduced spreadsheet usage, and more consistent adherence to company and regulatory mandates through automated monitoring and rule enforcement.
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BlackRock | Professional Services | 22600 | $24.2B | United States | Charles River Development | Charles River IMS - Portfolio Management | Portfolio and Investment Management | 2019 | n/a |
In 2019, BlackRock implemented Charles River IMS - Portfolio Management to support institutional trading and portfolio operations out of its New York office. The deployment targeted Portfolio and Investment Management workflows across capital markets functions including fixed income, equities, securities lending, repo and reverse repo, loans and deposits, and electronic brokerage trading. The implementation team engaged directly with subject matter experts to define business requirements and maintained an implementation governance package including scope, project plan, schedule, weekly status, and risk management reports. The program included a temporary project management handoff where a lead coordinated a team of 15 plus contributors and adjusted the timeline to incorporate a formal Project Initiation Phase.
The Charles River IMS - Portfolio Management configuration encompassed functional modules such as the Blotter and Manager Workbench, trade lifecycle processing for fixed income trading through settlement and accounting, and the Start of the Day feeder system for Charles River Trading System operations. Technical work produced business requirements documents and translated them into HLDs and LLDs within a Hadoop technology stack for downstream processing. Implementation tasks included data mapping, logical data modeling, class diagrams and ER diagrams, SQL queries against an Oracle database, and analysis of batch processes for import/export configuration, Do Feeds, Do Export scripts and end of day routines such as cancel day orders, calcBond and compliance checks.
Integrations were documented with market data sources and enterprise data platforms, coauthoring capture mechanisms for Bloomberg and Reuters terminals for pricing ingestion. Tableau visualizations were connected to Azure cloud storage to surface geographic and KPI analytics, and reporting workflows incorporated SQL in Teradata, MS Access queries, and Excel for sales and performance reports. Functional scope also tied into capital markets transaction channels including online brokerage, IVR trading, conventional brokerage, orders and trades executed, and SPS orders for reinvestment agreements, with requirements and global specifications developed in coordination with third party vendors and technology leads.
Governance and process artifacts were comprehensive, spanning business requirements documents, SRS documents, technical bulletins, knowledge base entries, training materials and user-facing training documentation on the Charles River client portal. The team scheduled recurring meetings with SME work groups to prioritize requirements, and authored functional requirement documents for multiple products in scope. Testing activities included performance testing, functional testing and integration testing, and key metrics and KPIs were defined and tracked using Tableau, Excel and SQL queries.
Operational controls and risk work were explicit parts of the program, with implementation of Operational Risk Management and mitigation strategies and modeled asset class risk scenarios such as mortgage, personal loan and credit risks using Excel based sensitivity analysis. The team also maintained client relationships for ongoing support and consultation for Charles River IMS in electronic trading, and streamlined a Restatement Financial Data Warehouse access review process as part of governance and operational maintenance.
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BMO Global Asset Management Asia | Banking and Financial Services | 2200 | $560M | Hong Kong | Charles River Development | Charles River IMS - Portfolio Management | Portfolio and Investment Management | 2014 | n/a |
In 2014, BMO Global Asset Management Asia implemented Charles River IMS - Portfolio Management using a private cloud, fully hosted deployment to support its Hong Kong and London operations. The deployment covered BMO Global Asset Management (Asia) Limited and LGM Investments, placing Charles River IMS - Portfolio Management at the center of front and middle office investment workflows for the firm.
The implementation configured core Portfolio and Investment Management capabilities including portfolio management, trading, compliance, and post-trade processing, aligned to equity, fixed income, and ETF business functions. Configuration work emphasized workflow orchestration across order handling, compliance rule enforcement, trade allocation and settlement coordination, consistent with standard front and middle office functional patterns for the category.
Architecture was a private cloud, fully hosted and managed environment operated by Charles River Development, leveraging Charles River’s broker-neutral FIX network for execution connectivity. The hosted model centralized application and infrastructure management with vendor operations responsible for timely access to new functionality and day to day system support, improving data accuracy through a single platform of record.
Operational governance centralized cross-border processes between Hong Kong and London, consolidating portfolio and trading controls under a single managed platform. BMO cited reduced operational risk and enhanced workflow efficiencies as primary outcomes, while vendor statements highlighted lower operating costs and increased user satisfaction through managed application and infrastructure services.
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Banking and Financial Services | 250 | $40M | Canada | Charles River Development | Charles River IMS - Portfolio Management | Portfolio and Investment Management | 2012 | n/a |
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Banking and Financial Services | 2000 | $3.2B | Canada | Charles River Development | Charles River IMS - Portfolio Management | Portfolio and Investment Management | 2018 | n/a |
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Banking and Financial Services | 500 | $78M | United States | Charles River Development | Charles River IMS - Portfolio Management | Portfolio and Investment Management | 2018 | n/a |
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Banking and Financial Services | 6000 | $3.1B | United States | Charles River Development | Charles River IMS - Portfolio Management | Portfolio and Investment Management | 2008 | n/a |
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Banking and Financial Services | 384 | $100M | Luxembourg | Charles River Development | Charles River IMS - Portfolio Management | Portfolio and Investment Management | 2014 | n/a |
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Buyer Intent: Companies Evaluating Charles River IMS - Portfolio Management
ARTW Buyer Intent uncovers actionable customer signals, identifying software buyers actively evaluating Charles River IMS - Portfolio Management. Gain ongoing access to real-time prospects and uncover hidden opportunities. Companies Actively Evaluating Charles River IMS - Portfolio Management for Portfolio and Investment Management include:
- CapIntel, a Canada based Banking and Financial Services organization with 1000 Employees
- Century 21 Scheetz, a United States based Construction and Real Estate company with 500 Employees
- Boston Consulting Group UK, a United Kingdom based Professional Services organization with 1500 Employees
Discover Software Buyers actively Evaluating Enterprise Applications
| Logo | Company | Industry | Employees | Revenue | Country | Evaluated |
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CapIntel | Banking and Financial Services | 1000 | $250M | Canada | 2026-03-18 |
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Century 21 Scheetz | Construction and Real Estate | 500 | $100M | United States | 2026-03-15 |
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Boston Consulting Group UK | Professional Services | 1500 | $145M | United Kingdom | 2026-03-11 |
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Banking and Financial Services | 7200 | $1.7B | Mexico | 2026-03-04 |
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Banking and Financial Services | 34168 | $14.1B | Australia | 2026-01-12 |
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Manufacturing | 61120 | $19.9B | United States | 2025-11-29 |
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Insurance | 10 | $1M | Sweden | 2025-10-13 |
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Banking and Financial Services | 230000 | $81.1B | United States | 2025-10-08 |
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Professional Services | 20 | $2M | United States | 2025-08-15 |
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Media | 1800 | $450M | United States | 2025-07-08 |
FAQ - APPS RUN THE WORLD Charles River IMS - Portfolio Management Coverage
Charles River IMS - Portfolio Management is a Portfolio and Investment Management solution from Charles River Development.
Companies worldwide use Charles River IMS - Portfolio Management, from small firms to large enterprises across 21+ industries.
Organizations such as RBC Wealth Management, BlackRock, Charles Schwab, JP Morgan (Asset Management & Private Wealth Management) and National Australia Bank Asset Servicing are recorded users of
Charles River IMS - Portfolio Management for Portfolio and Investment Management.
Companies using Charles River IMS - Portfolio Management are most concentrated in Banking and Financial Services and Professional Services, with adoption spanning over 21 industries.
Companies using Charles River IMS - Portfolio Management are most concentrated in Canada, United States and Australia, with adoption tracked across 195 countries worldwide. This global distribution highlights the popularity of Charles River IMS - Portfolio Management across Americas, EMEA, and APAC.
Companies using Charles River IMS - Portfolio Management range from small businesses with 0-100 employees - 14.29%, to mid-sized firms with 101-1,000 employees - 47.62%, large organizations with 1,001-10,000 employees - 28.57%, and global enterprises with 10,000+ employees - 9.52%.
Customers of Charles River IMS - Portfolio Management include firms across all revenue levels — from $0-100M, to $101M-$1B, $1B-$10B, and $10B+ global corporations.
Contact APPS RUN THE WORLD to access the full verified Charles River IMS - Portfolio Management customer database with detailed Firmographics such as industry, geography, revenue, and employee breakdowns as well as key decision makers in charge of Portfolio and Investment Management.