What We Do
Everything it takes to implement, migrate to and run Charles River.
CRD COE focuses on one thing: helping investment firms get the most out of the Charles River Investment Management System. Our work covers:
- CRD implementation — rely on our implementation experience to complete your Charles River project
- Compliance — migrating compliance rules and workflows to Charles River
- Entitlements — designing and setting up a detailed entitlements model in CRD
- Trading — building infrastructure for trading a variety of securities over a diverse set of markets
- Workflow & process optimization — custom-fitting CRD to the way you do business
- Data migration, interfacing and data warehousing
- System optimization and ongoing support
Rely on us for scalable, efficient and optimal solutions
Tell us about your Charles River project.