List of Charles River OEMS Customers
Burlington, 1803, MA,
United States
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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Banking and Financial Services | 110 | $50M | United States | Charles River Development | Charles River OEMS | Trading Platform | 2015 | n/a |
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Banking and Financial Services | 23000 | $6.8B | United States | Charles River Development | Charles River OEMS | Trading Platform | 2018 | n/a |
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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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Buyer Intent: Companies Evaluating Charles River OEMS
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