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RIA South Texas Money Management Live on Charles River IMS as a Hosted Service

Charles River , a front- and middle-office investment management solution provider, today announced that registered investment advisory firm South Texas Money Management (STMM) is live on the Charles River Investment Management Solution (Charles River IMS) delivered as a hosted service. STMM users have a fully managed solution for portfolio management, trading, trade compliance and post-trade processes across the firm's equities and fixed income operations. STMM also leverages Charles River's Data Service, broker neutral FIX Network for electronic trading, and new portfolio manager workbench.  

The implementation enabled STMM to improve operations by providing a single more robust trade order management platform. Automating pre- and post-trade compliance monitoring, new security set-up, characteristic-based fixed income security trading, and other activities saves the firm hours of manual processing time each day.  

"Charles River IMS makes our portfolio managers and traders significantly more productive by eliminating some of the previously manual processes and reducing the time spent between portfolio management decisions and trade execution," said Teri Grubb, COO, STMM. "Flexible decision support tools and integrated data make it easy to manage complex tax-efficient strategies and handle our large number of accounts without compromising our commitment to individualized service for our clients. And with Charles River hosting the service, we can focus on providing high-touch service to our clients."   

"Charles River's software-as-a-service approach enables firms like STMM to access the latest functionality faster, improve data quality, and streamline operations at a more predictable cost," said Tom Driscoll, Global Managing Director, Charles River. "Our operating model delivers the right combination of capabilities, integrated data, services and technology to meet client requirements, both now and as their business evolves and grows."