Charles River IMS

7.1easy start · #37of 81
in Portfolio Management Software

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Runs where you workno

Runs on api, Web.

Charles River IMS is ranked #37 of 81 in portfolio management software on The Geeks Club, made by Charles River IMS (Burlington, Massachusetts, USA). It runs on API, Web.

Charles River IMS plans and pricing

All plans

Charles River IMS Pricing available by contacting Charles River crd.com · 8 Oct 2026

Compared on portfolio management software

Performance reporting: Yes

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The record

Asset class coverage: multi_asset_alternatives
Allocation analysis: Yes
Risk analysis: Yes
Tax-lot tracking: Yes
Product: Charles River IMS is a cloud-based, multi-asset investment management platform that connects portfolio management, risk analytics, trading, post-trade settlement, compliance, and managed data.
Portfolio analysis: Portfolio managers can analyze and visualize positions, risk, and performance with filters, pivots, scenario analysis, and what-if simulations.
Portfolio construction: The portfolio tools support optimization against benchmarks and models, model management, benchmark blends, and ETF basket workflows.
Risk analytics: The page lists single-security analytics, factor-based risk decomposition, value at risk, liquidity risk, stress testing, and scenario analysis.
Asset coverage: Charles River says its analytics span over 200 asset types across public, private, and over-the-counter markets.
Integrations: The portfolio page features MSCI, Axioma, RIMES, Opturo, and Jacobi as partners for portfolio and risk analytics, data, performance analytics, or portfolio management.
APIs: Public APIs let clients interface with custodians, algorithm providers, accounting and post-trade systems, and regulatory reporting utilities.
Cloud platform: Charles River IMS uses Microsoft Azure and is described as a cloud-based, open-architecture platform.
Security: The company says the platform has robust security infrastructure backed by State Street; its site displays an ISO 27001 service mark.
Support: Charles River says it offers clients 24/7 support globally.

Where it ranks on The Geeks Club

Best Portfolio Management Software in 2026#37 of 81
Best Investment Accounting Software in 2026#19 of 30

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Sources

crd.com/solutions/portfolio-management· checked 20 Sept 2026
crd.com/company/about-us/· checked 8 Oct 2026
crd.com/services/cloud· checked 8 Oct 2026
crd.com/services/educational-services/· checked 8 Oct 2026