Charles River Development

Overview

Charles River Development (CRD) is a financial services technology company based in Burlington, Massachusetts. Founded in 1984 and a subsidiary of State Street Corporation since 2018, CRD specializes in cloud-based investment management software. Their solutions automate and simplify the investment lifecycle across various asset classes, including portfolio management, risk analytics, trading, and compliance.

The flagship product, Charles River Investment Management Solution (IMS), serves investment and wealth managers globally, managing approximately $59 trillion in assets. Another key offering is the Charles River Wealth Solution (WS), which automates investment management for wealth management firms, supporting over 300 firms managing more than $29 trillion in assets. CRD also addresses data challenges in private markets with tailored solutions. With a strong focus on security and global support, CRD serves many top firms in institutional asset management and has shown significant growth in both headcount and revenue.

Basic Information

Contact Details

• Phone: +1 781-238-0099
• Website: crd.com
• LinkedIn: linkedin.com/company/charles-river-development

Key Focus Areas & Initiatives

• Financial software
• Trading
• Order & execution management
• Compliance services
• Risk analytics
• Risk management
• Performance measurement & attribution
• Execution management
• OTC derivatives
• Fixed income
• Posttrade
• Collateral management
• Multiasset
• Wealth managers
• Institutional investment managers
• Portfolio management
• Equities
• Middle office
• Data & position management
• Compliance monitoring & management
• Alternative investment managers
• Software as a service
• Investment management solution
• Wealth management solution
• Sleeve management
• Position management
• Asset owners
• Software development
• Multi-asset class support
• Third-party data integration
• Client reporting tools
• Third-party data access
• AI-powered compliance
• Asset management platform
• Financial technology
• Data governance and quality
• AI in portfolio analytics
• Performance measurement
• Liquidity management tools
• Alternative investments
• Consulting
• Asset class diversification tools
• API connectivity
• Asset servicing and custody
• Risk analytics software
• Performance measurement software
• Education
• FX and cash management
• Investment lifecycle management tools
• Risk and compliance automation
• State Street Alpha
• Cloud-native solutions
• Regulatory compliance
• Asset servicing solutions
• Client onboarding
• API integration
• Client onboarding solutions
• Private markets solutions
• Multi-asset class portfolio support
• Managed services
• Order and execution management
• AI-driven trading
• Services
• Asset servicing
• Compliance monitoring
• Cloud deployment
• Wealth management
• Data integration platform
• Investment lifecycle management
• AI-powered analytics
• Cloud investment platform
• Wealth management platform
• Compliance management
• Liquidity management solutions
• Fixed income analytics
• Investment lifecycle
• Data management
• Investment decision tools
• Data management strategies
• Investment management
• Performance analytics
• Asset management software
• Cloud-native investment platform
• Market data management
• Regulatory reporting solutions
• Data analytics
• Cloud-based investment management
• Market data management systems
• Trade execution
• Asset class support
• Market data integration platforms
• AI in risk analytics
• Performance measurement systems
• Enterprise data management
• Alternative asset support
• Financial services
• Private equity data management
• Risk analytics tools
• Investment management software
• Market data analytics
• Enterprise investment platform
• Investment data platform
• Alternative asset analytics
• Multi-asset support systems
• Scenario analysis tools
• Market data integration
• Client portal
• Asset servicing platforms
• Investment analytics
• Digital transformation
• Order management system
• Securities and commodity contracts intermediation and brokerage
• Client engagement platforms
• Risk management systems
• Trade order management
• Performance attribution models
• Liquidity risk tools
• AI in investment management
• Data integration
• Customer experience
• Data security
• Client portal development
• AI-driven trading algorithms
• B2B
• Compliance automation
• Multi-asset class trading
• Regulatory reporting automation
• Performance measurement tools
• Asset class coverage
• Open architecture
• Regulatory compliance software
• Scenario analysis
• Multi-asset support
• Asset owner solutions
• Asset management
• Liquidity risk management
• Finance
• Investment decision support tools
• Fintech
• Middle office solutions
• Compliance
• Data security and compliance
• Private markets data support
• Enterprise data platform
• Investment lifecycle tools
• Risk management tools
• Liquidity management
• Private equity support
• Client reporting
• Cloud services
• Cloud-native architecture
• Compliance automation tools
• Client onboarding systems
• Private equity solutions
• Risk and compliance
• Client reporting platforms
• Client onboarding automation
• Enterprise data governance
• Investment decision support systems
• Third-party analytics integration
• Risk analytics for private markets
• Client reporting automation
• Client asset management
• Regulatory reporting tools
• Data-driven investment
• Private markets support
• Client portal customization
• Regulatory compliance automation
• Regulatory compliance tools
• Data governance frameworks
• Post-trade settlement
• Post-trade processing
• Liquidity management system
• Third-party integrations
• Performance attribution
• Portfolio analytics
• AI-powered risk management
• Market data feeds management
• Wealth management digital platform
• FX and cash management tools
• Trade order management system
• Scenarios and stress testing
• Performance analytics tools
• Data governance
• Investment decision support
• Wealth management solutions
• Performance attribution software
• Client reporting solutions
• Data quality and security
• Regulatory reporting
• Operational efficiency
• AI in trading
• Market data feeds
• Unified front office
• Deal management
• Client support
• Trade & OEMS
• Cloud-based investment software
• Private credit management
• Data normalization for private assets
• Private market portfolio insights
• Data solutions
• Alpha data platform
• Cloud platform
• Global asset management
• Technical support
• Private markets
• Platform & cloud services
• Asset level transparency
• Private market deal workflow
• Private market data solutions
• Implementation & consulting
• Deal pipeline management
• Asset servicing platform
• Trade automation
• Investment management platform
• ESG data tracking
• Portfolio monitoring
• Private equity valuation
• Private market portfolio monitoring
• Educational services
• Investment operations
• SaaS
• Computer software
• Information technology & services
• Finance technology
• Enterprise software
• Enterprises
• Computer & network security
• Cloud computing

Technologies Used

• ADP
• AI
• AWS SDK for JavaScript
• AWS Trusted Advisor
• Active Campaign
• Amazon SES
• Angular
• Apache Kafka
• Atlassian Cloud
• Azure Blockchain Service
• Brightcove
• C#
• Charles River IMS
• Confluence
• Crimson Hexagon
• Cypress
• DNS Made Easy
• DocFinance
• Docker
• ECircle (Teradata)
• Esri
• Git
• Google Cloud
• HELM
• IDC
• J2EE
• Jasmine
• Javascript
• Jest
• Jira
• Kubernetes
• Micro
• Microsoft Azure Monitor
• Microsoft SQL Server Reporting Services
• Oracle Analytics Cloud
• Oracle JDBC
• Oracle XML DB
• Oribi
• Outlook
• PL/SQL
• Pardot
• PowerBI Tiles
• Python
• RXJS
• React
• Redux
• Remote
• Respond
• SAP
• SQL
• SS&C
• Salesforce
• SendBird
• Sendgrid
• Siemens PLM
• Slack
• Snowflake
• Spring
• Spring Boot
• Talend
• TalentLMS
• TypeScript
• Unix
• Yarn
• Zendesk
• dynaTrace
• npm