List of Charles River 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 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 OEMS for Trading Platform 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 OEMS for Trading Platform 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, Pictet, a Switzerland based Banking and Financial Services organisation with 5000 employees and revenues of $3.41 billion, Scotiabank Global Wealth Management, a Canada based Banking and Financial Services organisation with 2700 employees and revenues of $590.0 million, RBC Global Asset Management US, a United States based Banking and Financial Services organisation with 390 employees and revenues of $200.0 million and many others.
Contact us if you need a completed and verified list of companies using Charles River 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 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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Davidson Kempner Capital Management UK | Banking and Financial Services | 100 | $133M | United Kingdom | Charles River Development | Charles River OEMS | Trading Platform | 2015 | n/a |
In 2015, Davidson Kempner Capital Management UK implemented Charles River OEMS as a core element of its Trading Platform architecture. The program was architected from the London office while working directly with New York headquarters and nearshore and offshore IT teams to build and enhance trading and middle office applications.
Charles River OEMS was integrated into a broader set of business applications that support FX trading, stock lending, daily P and L generation, risk reporting, trade confirmations and reconciliations, regulatory reporting for EMIR and MiFID, reference data, portfolio management and security master functions. The deployment was operationally connected with Charles River OMS and Advent Geneva to support order flow, settlement and downstream position and reference data reconciliation.
The implementation combined a custom application stack and integration layer using C# 10 and .NET 6, multi threaded Windows Forms GUI and WPF, WCF and RESTful services for service oriented integration, SQL Server 2016 with T SQL, SSIS and SSRS for data workflows and reporting, and CI CD pipelines leveraging TeamCity, NuGet and Octopus deployments. Source control used BitBucket, Git and SVN, while job orchestration and scheduled processes were managed with Active Batch, enabling continuous delivery aligned to a Kanban framework for a steady flow of enhancements.
Operational ownership spanned trading, middle office, risk and compliance teams in the London office, with the Trading Technology Development Manager responsible for architecture, governance and coordination of distributed development teams. Governance emphasized Kanban process control, code base improvements, automated build and release pipelines, and managed interfaces through Charles River OEMS integration points and service oriented APIs.
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Franklin Templeton | Banking and Financial Services | 10300 | $7.8B | United States | Charles River Development | Charles River OEMS | Trading Platform | 2009 | n/a |
In 2009, Franklin Templeton implemented Charles River OEMS. The Charles River OEMS Trading Platform was provisioned to support Investment Management groups including the Trading Desk, Risk Management, Performance and Global Investment Compliance within the firm.
The implementation centered on order and execution management workflows, trade entry and processing controls, and workflow monitoring to ensure trades are entered and processed timely and correctly. Charles River OEMS was configured to manage system setup and data services, and to host content management for both internal reference data and external vendor content.
Integrations implemented as part of operational support include content and market data feeds from KLD, FactSet, Bloomberg and Thomson Reuters, which are used to populate reference data and support compliance and performance workflows. Operational coverage extends across portfolio management, trading, operations and compliance teams, with data flows routed to risk and performance functions for downstream analysis.
Governance and process changes focused on change management for system configuration, formal development, testing and implementation cycles for modifications and enhancements, and workflow owner responsibilities for error communication. The configuration established monitoring and trend tracking via the workflow monitor, root cause analysis processes, and systems testing protocols to validate fixes prior to implementing changes in Charles River OEMS.
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MacKay Shields | Banking and Financial Services | 300 | $50M | United States | Charles River Development | Charles River OEMS | Trading Platform | 2013 | n/a |
In 2013 MacKay Shields implemented Charles River OEMS as its Trading Platform to centralize order flow and support the firm level trade lifecycle for portfolio management and trading operations. Charles River OEMS was positioned as the primary system of record for order management and execution orchestration across the investment teams.
The implementation emphasized standard Trading Platform modules, including order management, execution management, trade capture, allocations, position keeping, and embedded compliance controls. Configuration work focused on pre trade approval workflows, allocation rules, and straight through processing patterns consistent with institutional OMS deployments.
Operational integration included ongoing data maintenance and technical support for Charles River OEMS and coordination with the Portia accounting system, with trade and position feeds maintained for accounting and reconciliations. Administration and support responsibilities are documented at the team level, with an Associate Director providing system administration, data stewardship, and technical support for both Charles River OEMS and Portia.
Governance changes aligned with the system rollout included enforced approval workflows and centralized trade rules to standardize order handling and middle office reconciliation processes. Controls and workflow orchestration within Charles River OEMS were used to reduce manual touch points between trading desks, portfolio management, and accounting functions.
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Madison Investment Advisors | Banking and Financial Services | 110 | $50M | United States | Charles River Development | Charles River OEMS | Trading Platform | 2015 | n/a |
In 2015, Madison Investment Advisors implemented Charles River OEMS, a Trading Platform, to consolidate front-to-back investment workflows and support growth objectives. Madison Investment Advisors implemented Charles River OEMS as a SaaS-delivered enterprise trading platform to standardize order and execution workflows across its investment organization.
The implementation centralized core modules including order management and execution management functions, integrated compliance monitoring, and analytics capabilities. Charles River OEMS was configured to provide integrated reference and real-time data, benchmark services and data management capabilities, and to embed automated procedures and workflow rules that reduced manual intervention in trade lifecycle processing.
Operational coverage extended to more than 30 users across three locations, and the platform supported multiple asset classes including global equities, mutual funds, options and fixed income. Madison leveraged Charles River OEMS Data Services, including Reference Data and Real-Time Data, Benchmark Service and Data Management Services, and the platform was interfaced with more than ten third-party applications to sustain end-to-end investment workflows while maintaining security classification consistency with APX.
Governance was reoriented around platform-driven compliance and standardized workflows, with Charles River OEMS providing comprehensive compliance monitoring across the investment cycle and flexible configuration to support separately managed accounts, mutual fund, institutional and private client operations. Outcomes documented by the firm included improved productivity through consolidated workflows, scalability to support business growth, and reinforced risk controls via integrated compliance capabilities.
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Northern Trust | Banking and Financial Services | 23000 | $6.8B | United States | Charles River Development | Charles River OEMS | Trading Platform | 2018 | n/a |
In 2018 Northern Trust implemented Charles River OEMS as its Trading Platform to support derivatives and foreign exchange order execution and management. The initial deployment focused on front office trading desks for derivatives and FX, with configuration aimed at integrating order execution workflows into the firmwide trade lifecycle.
Charles River OEMS was configured for core order management and execution management capabilities, including order entry and routing, pre trade compliance checks, trade capture and allocation, and trade lifecycle orchestration across execution venues. Configuration work emphasized role based workflows for traders, electronic order routing, and execution management consistent with enterprise Trading Platform expectations.
The implementation included explicit interfacing with Calypso and Murex as part of a multi system trading stack, enabling trade flow handoffs between Charles River OEMS and downstream middle office systems for post trade processing and risk reconciliation. Integrations were built to support derivatives and foreign exchange instruments, with connectors for trade enrichment, confirmations, and settlement feeds to operations and risk systems.
Governance and rollout activity included Platform Delivery Lead and Senior Business Analyst engagement onsite in Chicago from Jan 2020 to Jan 2021 to support implementation and interfacing of derivatives and foreign exchange trading systems. The program emphasized cross functional testing, coordinated cutover planning across front and middle office teams, and configuration governance to standardize trading workflows within Charles River OEMS.
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Banking and Financial Services | 5000 | $3.4B | Switzerland | Charles River Development | Charles River OEMS | Trading Platform | 2018 | n/a |
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Banking and Financial Services | 390 | $200M | United States | Charles River Development | Charles River OEMS | Trading Platform | 2019 | n/a |
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Banking and Financial Services | 60 | $10M | Canada | Charles River Development | Charles River OEMS | Trading Platform | 2022 | n/a |
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Banking and Financial Services | 2700 | $590M | Canada | Charles River Development | Charles River OEMS | Trading Platform | 2017 | n/a |
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FAQ - APPS RUN THE WORLD Charles River OEMS Coverage
Charles River OEMS is a Trading Platform solution from Charles River Development.
Companies worldwide use Charles River OEMS, from small firms to large enterprises across 21+ industries.
Organizations such as Franklin Templeton, Northern Trust, Pictet, Scotiabank Global Wealth Management and RBC Global Asset Management US are recorded users of
Charles River OEMS for Trading Platform.
Companies using Charles River OEMS are most concentrated in Banking and Financial Services, with adoption spanning over 21 industries.
Companies using Charles River OEMS are most concentrated in United States, Switzerland and Canada, with adoption tracked across 195 countries worldwide. This global distribution highlights the popularity of Charles River OEMS across Americas, EMEA, and APAC.
Companies using Charles River OEMS range from small businesses with 0-100 employees - 22.22%, to mid-sized firms with 101-1,000 employees - 33.33%, large organizations with 1,001-10,000 employees - 22.22%, and global enterprises with 10,000+ employees - 22.22%.
Customers of Charles River 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 OEMS customer database with detailed Firmographics such as industry, geography, revenue, and employee breakdowns as well as key decision makers in charge of Trading Platform.