Charles River implementation, migration and optimization experts
CRD COE is a center of excellence for the Charles River Investment Management System. We help investment firms implement CRD, migrate compliance and trading systems, and keep everything running at its best.
Our expertise
Focused experience across the parts of a Charles River project that matter most.
CRD Implementation
Rely on our implementation experience to complete your Charles River project on time and on budget.
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Compliance
Need assistance migrating compliance to Charles River? We can help — from rule analysis to testing.
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Entitlements
A detailed entitlements model for your Charles River implementation, so every user has the right access.
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Trading
We specialize in building infrastructure for trading a variety of securities over a diverse set of markets.
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Workflow & Process Optimization
Workflow ineffectiveness costs time and productivity. We custom-fit CRD to suit the way you do business.
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Data Migration & Interfacing
Account details and security master data ported into CRD, plus interfaces to the systems around it.
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Products
Compliance System Migration
Move your compliance rules, restrictions and entitlements to Charles River with a structured, tested migration path.
Compliance migration detailsProducts
Trading System Migration
Carry your trading workflows onto CRD with the connectivity and interfaces your desk depends on — for a variety of securities and markets.
Trading migration detailsWhy CRD COE
Business and technology
We meet with each business group involved so every key issue is addressed — not just the technical ones.
Modular delivery
Projects are broken into modules, so changing requirements don't disrupt the larger project.
Support that follows through
Online tickets, phone support and on-site consultants for complex cases.
Rely on us for scalable, efficient and optimal solutions
Tell us about your Charles River project.