List of Charles River IMS - Trading and OEMS 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 - Trading and OEMS 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 - Trading and OEMS for Trade Order Management System (TOMS) 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 - Trading and OEMS for Trade Order Management System (TOMS) include: Franklin Templeton, a United States based Banking and Financial Services organisation with 10300 employees and revenues of $7.85 billion, Northern Trust, a United States based Banking and Financial Services organisation with 23000 employees and revenues of $6.77 billion, Schroders, a United Kingdom based Banking and Financial Services organisation with 6071 employees and revenues of $3.21 billion, Brown Brothers Harriman, a United States based Banking and Financial Services organisation with 6000 employees and revenues of $3.10 billion, Vontobel, a Switzerland based Banking and Financial Services organisation with 2302 employees and revenues of $1.76 billion and many others.
Contact us if you need a completed and verified list of companies using Charles River IMS - Trading and OEMS, 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 IMS - Trading and OEMS 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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| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight |
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Brown Brothers Harriman | Banking and Financial Services | 6000 | $3.1B | United States | Charles River Development | Charles River IMS - Trading and OEMS | Trade Order Management System (TOMS) | 2008 | n/a |
In 2008, Brown Brothers Harriman implemented Charles River IMS - Trading and OEMS as its core Trade Order Management System (TOMS). The deployment focused on private banking trading workflows and centralized account execution to support portfolio specialists and trading desks across the firm.
Charles River IMS - Trading and OEMS was configured to support order management and execution management workflows, trade allocation across multiple asset classes, restriction and coding controls, and control reporting. Configuration work emphasized allocation logic for domestic equity, mutual fund, and fixed income trades, and ongoing version testing and deployment of Charles River software to maintain operational stability.
Operationally the implementation was embedded into trading, private banking portfolio management, risk, compliance, and back office processes, with the trading system used as the authoritative execution and allocation engine. The system enabled liaison workflows between relationship managers, portfolio managers, investment research groups, and wealth managers to ensure trade instructions and client restrictions were enforced through the Charles River trading environment.
Governance and process changes included creation of a restriction and coding framework developed with the Risk Group to enable accounts for trade and the introduction of control reports to monitor trade and account data accuracy. Internal reporting tied to the Charles River deployment supported management of large scale tactical allocations, including operational outcomes reported by trading leadership such as expansion of centralized account coverage and specific AUM figures attributed to the team using the Charles River system.
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Eaton Vance, a part of Morgan Stanley Investment Management | Banking and Financial Services | 1983 | $1.7B | United States | Charles River Development | Charles River IMS - Trading and OEMS | Trade Order Management System (TOMS) | 2019 | n/a |
In 2019, Eaton Vance, part of Morgan Stanley Investment Management, implemented Charles River IMS - Trading and OEMS. The deployment delivered Trade Order Management System (TOMS) capabilities to support investment operations for equity portfolio managers, traders, and portfolio administrators.
Charles River IMS - Trading and OEMS was configured to provide front office order and execution management, trade capture, FX processing, settlement instruction handling, cash reconciliation, and corporate actions posting. Configuration emphasized OEMS workflow orchestration and rule based order lifecycle controls to standardize order routing and pre trade and post trade validations.
Integrations tied the Charles River IMS - Trading and OEMS instance to systems explicitly referenced by staff, including Aladdin, Central Trade Management CTM, DTCC Alert, Bloomberg, and Advent Corporate Actions ACA, alongside broker and custodian reporting feeds. Those integrations supported Security Settlement Instruction matching, timing of foreign currency exchanges for cross border transactions, trade affirmation, and custodian reconciliation feeds.
Operational coverage concentrated on investment operations, trading desks, and portfolio administration functions with documented daily use in Boston based teams, including real time trade support for foreign market transactions and cash balance reconciliation. Governance changes formalized workflow ownership for trade exception remediation, broker and custodian engagement procedures, and structured processes for forecasting and posting entitlements into the OMS.
Staff reported outcomes tied to the integrated Charles River IMS - Trading and OEMS configuration, including on time processing and settlement of trades and FX, accurate posting of positions, reduced risk from insufficient foreign funds balances through SSI matching, and fewer reconciliation breaks for corporate actions. These outcomes were supported by continuous functional support, real time trade intervention, and reconciliations driven through the OMS.
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Franklin Templeton | Banking and Financial Services | 10300 | $7.8B | United States | Charles River Development | Charles River IMS - Trading and OEMS | Trade Order Management System (TOMS) | 2009 | n/a |
In 2009, Franklin Templeton implemented Charles River IMS - Trading and OEMS, deploying a Trade Order Management System (TOMS) to support core trading, compliance, risk and performance workflows. The implementation targeted Investment Management groups including the Trading Desk, Risk Management, Performance and Global Investment Compliance as primary business functions.
Charles River IMS - Trading and OEMS was configured to operate as the central trade capture and execution management layer, with workflow monitoring, trade transaction processing, and content management for forms and reference data. Configuration and automation work included transaction validation rules, workflow monitors that surface errors to operational groups, and content mapping for internal and external data sources.
Integrations documented for the implementation include content feeds and reference data synchronization with KLD, FactSet, Bloomberg and Thomson Reuters, and support for related data services that feed trade and instrument setup. Operational scope followed a single point of contact model for Global Investment Management Services to ensure trade transactions were entered and processed timely and correctly across front, middle and operations.
Governance and process control were centered on a Senior Business Analyst driven model that managed development, testing and implementation of system modifications, tracked trends for root cause analysis, and validated fixes prior to production changes. Operational procedures required that workflow monitor errors be communicated to the appropriate operational groups and that changes in portfolio management, trading, operations and compliance workflows be reflected in Charles River configuration and data setup.
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Northern Trust | Banking and Financial Services | 23000 | $6.8B | United States | Charles River Development | Charles River IMS - Trading and OEMS | Trade Order Management System (TOMS) | 2016 | n/a |
In 2016 Northern Trust implemented Charles River IMS - Trading and OEMS as a Trade Order Management System (TOMS) to centralize front-office order and execution workflows for institutional trading. The initiative focused on supporting online trading windows, participation in new issues across equities and fixed income, and real-time order execution and routing for Stocks, ETFs, Options, Mutual Funds and Bonds.
The deployment encompassed Order and Execution Management capabilities, a dedicated new issues module to allow qualified clients to participate in IPOs and fixed income offerings, a restricted security tool for real-time blocking of specific securities, plus enhancements to portfolio, account setup, content management and e-delivery. Charles River IMS - Trading and OEMS integrations extended to cash management and billing functions and incorporated application-level encryption enhancements consistent with broader security standards.
Architecture and data flow leveraged a Java J2EE implementation using RECOM Websphere conventions with multi-database persistence across Oracle, DB2 and SQL Server, and a Teradata staging layer feeding target tables via DTS transformation packages. The program documented and tested data mapping feeds from multiple reference data systems into risk applications, and determined preferred trade flows involving OMS Charles River, TMS, BOSS and MEO for instrument handling, confirms and settles processes.
Operational coverage and governance emphasized cross-functional alignment with Risk Management, Mortgage Loan Servicing groups including Commercial and Residential mortgage, CMBS and MBS teams, and front-office trading desks and CPB client segments. Delivery followed an Agile SDLC using Scrum Work Pro, with explicit responsibilities for indexing data warehouse tables, defining transformation rules, and end-to-end testing of mapping feeds to support consolidated reporting and order lifecycle management.
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Schroders | Banking and Financial Services | 6071 | $3.2B | United Kingdom | Charles River Development | Charles River IMS - Trading and OEMS | Trade Order Management System (TOMS) | 2016 | n/a |
In 2016, Schroders deployed Charles River IMS - Trading and OEMS within its Quantitative Equities Desk at Schroders Investment Management. The deployment targeted the Trade Order Management System (TOMS) layer to support order lifecycle management, execution workflows and post trade processing on the equities desk.
Implementation included bespoke tooling and a new bulk upload subsystem built on SQL Server and C# as part of the integration footprint, and the team decommissioned SSIS packages in favor of the new upload pipeline. Charles River IMS - Trading and OEMS configuration work encompassed order entry, execution management and interfaces for post trade support, while bespoke SQL Server, VBA and C# tools were created for data transformation and reporting.
The deployment integrated a Bloomberg corporate actions data feed into Charles River IMS for corporate action ingestion and reporting, and outputs were incorporated into existing portfolio management applications. Integrations concentrated on data feed ingestion, reporting pipelines and coordinated post trade issue handling with Charles River, supporting trading, portfolio managers and operational support functions on the Quantitative Equities Desk.
Operational governance was organized around agile delivery, with the analyst developer acting as Scrum Master to enforce sprint cadence, backlog grooming and continuous support through development, testing and post implementation support. Day to day responsibilities included handling Charles River support issues, maintaining the bulk upload system and delivering bespoke reporting and automation requested by portfolio managers.
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Banking and Financial Services | 181 | $120M | United States | Charles River Development | Charles River IMS - Trading and OEMS | Trade Order Management System (TOMS) | 2020 | n/a |
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Banking and Financial Services | 2302 | $1.8B | Switzerland | Charles River Development | Charles River IMS - Trading and OEMS | Trade Order Management System (TOMS) | 2023 | n/a |
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Buyer Intent: Companies Evaluating Charles River IMS - Trading and OEMS
ARTW Buyer Intent uncovers actionable customer signals, identifying software buyers actively evaluating Charles River IMS - Trading and OEMS. Gain ongoing access to real-time prospects and uncover hidden opportunities. Companies Actively Evaluating Charles River IMS - Trading and OEMS for Trade Order Management System (TOMS) include:
- Bit Bio, a United Kingdom based Life Sciences organization with 500 Employees
- J.P. Morgan, a United States based Banking and Financial Services company with 4649 Employees
- Laars Heating Systems, a United States based Manufacturing organization with 300 Employees
Discover Software Buyers actively Evaluating Enterprise Applications
| Logo | Company | Industry | Employees | Revenue | Country | Evaluated |
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Bit Bio | Life Sciences | 500 | $125M | United Kingdom | 2026-03-12 |
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J.P. Morgan | Banking and Financial Services | 4649 | $6.2B | United States | 2026-03-06 |
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Laars Heating Systems | Manufacturing | 300 | $54M | United States | 2026-02-16 |
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Professional Services | 200 | $23M | United Kingdom | 2026-02-09 |
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Professional Services | 10 | $1M | United States | 2026-01-30 |
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Banking and Financial Services | 80000 | $61.8B | United States | 2026-01-15 |
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Healthcare | 15 | $2M | Canada | 2026-01-09 |
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Distribution | 1000 | $114M | United States | 2025-11-16 |
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Banking and Financial Services | 460 | $893M | United States | 2025-10-28 |
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Banking and Financial Services | 230000 | $81.1B | United States | 2025-10-08 |
FAQ - APPS RUN THE WORLD Charles River IMS - Trading and OEMS Coverage
Charles River IMS - Trading and OEMS is a Trade Order Management System (TOMS) solution from Charles River Development.
Companies worldwide use Charles River IMS - Trading and OEMS, from small firms to large enterprises across 21+ industries.
Organizations such as Franklin Templeton, Northern Trust, Schroders, Brown Brothers Harriman and Vontobel are recorded users of
Charles River IMS - Trading and OEMS for Trade Order Management System (TOMS).
Companies using Charles River IMS - Trading and OEMS are most concentrated in Banking and Financial Services, with adoption spanning over 21 industries.
Companies using Charles River IMS - Trading and OEMS are most concentrated in United States, United Kingdom and Switzerland, with adoption tracked across 195 countries worldwide. This global distribution highlights the popularity of Charles River IMS - Trading and OEMS across Americas, EMEA, and APAC.
Companies using Charles River IMS - Trading and OEMS range from small businesses with 0-100 employees - 0%, to mid-sized firms with 101-1,000 employees - 14.29%, large organizations with 1,001-10,000 employees - 57.14%, and global enterprises with 10,000+ employees - 28.57%.
Customers of Charles River IMS - Trading and OEMS 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 - Trading and OEMS customer database with detailed Firmographics such as industry, geography, revenue, and employee breakdowns as well as key decision makers in charge of Trade Order Management System (TOMS).