Charles River Launches Compliance as a Service
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This feature is upgradeable
For End Users
You can activate this feature and other links for ALL VENDORS with a VendorMatch Premium subscription. Additionally you can gain access to an increased depth of data, summary reports, RFX reports (detailed completed RFIs - available to financial institutions only) and comparison grids. Please click here for more information.
For Vendors
Vendors can activate their links and gain access to analytics by upgrading to VendorMatch PRO. Please click here for more information.
Speak with an analyst
Financial institutions and their advisors can subscribe to our Analyst Access* service. Effectively phone or (email) a friend you can have on tap advice and support provided by our analysts on this vendor, solution or solution category.
HOW TO SUBSCRIBE
To protect vendor data only financial institutions and recognized advisors can subscribe to VendorMatch Premium. Please click here for more information.
or contact us to discuss a subscription.
Subject to reasonable use.
Survey Summary
The Survey Summary provides a download of the vendor profile, solution profile and the VendorMatch Discovery survey vendor responses used to power the directory. All responses are provided by the vendor online.
Note that this report is a high level summary of the vendor's credentials and a solution's capabilities designed to assist with solution short-listing. The RFX report is the more comprehensive Request For Information report designed to support evaluation and selection, this will only show where the vendor has completed the "RFX" RFI.
HOW TO SUBSCRIBE
To protect vendor data only financial institutions and recognized advisors can subscribe to VendorMatch Premium. Please click here for more information on Premium features or contact us.
RFX Report
The RFX report is an XLS download of the Vendors response to the “RFX” Request for Information for this solution.
The RFX is a centralized golden copy of a RFI authored by our analysts based on their expertise in running real-life system evaluation and selection projects and completed by the vendor online.
Note to protect vendor that only Financial Institutions and recognized Advisor can subscribe to this feature.
In each instance the first time the link is used the user requests permission to access the RFX report and it is the vendor who is required to authorizes access. You will be alerted when the vendor has reviewed your request and granted permission.
HOW TO SUBSCRIBE
Please click here for more information on Premium features or contact us.
To learn more about subscribing to our service options, please contact us here
Charles River, an enterprise-wide front- and middle-office investment management solution provider, today launched Charles River Compliance as a Service (Charles River CaaS), a cloud-based offering for asset managers that integrates software, data, and services in a hosted environment. The solution helps firms better fulfill their investment compliance requirements, improve compliance operations, and lower overall costs with extensive compliance monitoring expertise, streamlined processes, and increased data quality. Charles River CaaS is designed for investment organizations that require a straightforward, economical and efficient beginning-of-day portfolio compliance solution. It also gives fund managers a holistic compliance view of internally managed, sub-advised or other outsourced funds.
“Today’s regulatory environment is increasingly complex, and many firms struggle to find and maintain the compliance knowledge and skills necessary to stay current,” said Ed Fitzpatrick, Vice President, Managed Services, Charles River. “Our CaaS solution extends a firm’s compliance organization with an experienced Charles River team that writes and maintains the compliance system rules.”
Charles River’s portfolio compliance software provides standard configurations, easy-to-use workflows and reporting that help firms resolve alerts and warnings. The offering facilitates more effective compliance monitoring and management with a comprehensive rule set based on global regulatory expertise and configured to customer requirements, with the necessary data to ensure accuracy. Trend analysis capabilities enable continuous improvement through ongoing assessment and refinement of compliance practices.
Charles River integrates data from multiple sources and feeds it ‘hand-in-glove’ into the software platform. Optionally, clients may supply reference and benchmark data from their preferred providers. Clients receive 24x7 application management and private cloud hosting in top-tier facilities.
Charles River CaaS is now available in North America and will be rolled out globally later this year.