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What is Charles River IMS?

Across 30 countries, investment firms, wealth managers, alternative asset managers, asset owners, and insurers rely on Charles River IMS to oversee assets amounting to USD $36 Trillion. In partnership with State Street's middle and back-office services, Charles River's cloud-based front office technology serves as the backbone of State Street Alphaâ„ , reflecting a strategic commitment to equipping clients with a consolidated platform that provides a thorough perspective of their portfolios in both public and private markets. Moreover, Charles River effectively automates and streamlines the entire investment lifecycle, addressing diverse asset classes, and covering aspects from portfolio management and risk assessment to trading and post-trade settlement, all while maintaining integrated compliance measures. This forward-thinking methodology not only boosts operational efficiency but also cultivates a seamless experience for users as they navigate the intricacies of the financial sector. Ultimately, this unified approach positions clients for success in an ever-evolving investment landscape.

What is ACA ComplianceAlpha?

Establish a comprehensive and scalable compliance program using ComplianceAlpha, our innovative regulatory technology software platform complemented by managed services. By taking advantage of integrated technology in conjunction with these services, you can realize enhanced outcomes and increased efficiency. A robust compliance program is critical not only for protecting your organization but also for driving its expansion. Learn how ComplianceAlpha is supporting over 800 leading financial services firms worldwide in crafting superior governance, risk, and compliance (GRC) frameworks. Elevate your compliance initiatives through a more durable and all-encompassing strategy. ComplianceAlpha effortlessly merges risk management and compliance operations, along with surveillance, monitoring, testing, and analytics, into one cohesive platform, providing a comprehensive view of risks and behaviors within your organization. Furthermore, we leverage our collective expertise across diverse fields such as regulatory compliance, cybersecurity, performance metrics, ESG considerations, and technology to devise, develop, and implement timely solutions that address your most pressing challenges. By choosing ComplianceAlpha, you are not merely investing in compliance; you are also strategically positioning your organization for sustainable success and resilience in an ever-evolving regulatory landscape. With our advanced tools and services, you can not only meet compliance requirements but also foster a culture of proactive risk management.

Media

Media

Integrations Supported

Aiforia
Alumio
Red Marker

Integrations Supported

Aiforia
Alumio
Red Marker

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Charles River

Company Website

www.crd.com

Company Facts

Organization Name

ACA Group

Date Founded

2002

Company Location

United States

Company Website

www.acaglobal.com

Categories and Features

Investment Management

Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management

Categories and Features

AML

Behavioral Analytics
Case Management
Compliance Reporting
Identity Verification
Investigation Management
PEP Screening
Risk Assessment
SARs
Transaction Monitoring
Watch List

Financial Risk Management

Compliance Management
Credit Risk Management
For Hedge Funds
Liquidity Analysis
Loan Portfolio Management
Market Risk Management
Operational Risk Management
Portfolio Management
Portfolio Modeling
Risk Analytics Benchmarks
Stress Tests
Value At Risk Calculation

GRC

Auditing
Disaster Recovery
Environmental Compliance
IT Risk Management
Incident Management
Internal Controls Management
Operational Risk Management
Policy Management

Investment Management

Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management

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