Charles River Development - Competitors & Alternatives

Charles River Development (CRD) is a platform that covers both front- and middle-office capabilities. It's usually the only investment software needed by an investment manager. Direct competitors would have the same functional scope. We cover some there that do, some that are even broader, and some that are narrower and therefore only partially compete with CRD

The team at Limina, as former investment managers, understands the challenges of selecting a system. While we offer powerful investment management software, we believe in providing an unbiased overview. This is why we've listed who we believe are the true top alternatives to CRD here, and not just ourselves (although Limina is often a strong and viable alternative).

We’ve tried to make it easy for you to confirm whether Limina is a match for you or if Limina might not be your best choice.

BlackRock Aladdin is a comprehensive investment management platform that provides end-to-end investment management solutions. It offers advanced portfolio risk analytics, performance measurement, trading capabilities, and more.

Aladdin's sophisticated investment software suite caters to the needs of the world’s largest institutional investors, including BlackRock itself. The latter is a common concern, i.e. buying software from who essentially is a competitor.

SimCorp Dimension is a front-to-back system used by large investment management companies. The platform supports various asset classes, including both public and private assets. The majority of SimCorp’s client base is in EMEA with a growing presence in North America.

Online reviews highlight data management capabilities. Although highly rated, the system’s complexity and steep learning curve are drawbacks mentioned by users.

Eze Software offers various solutions for different parts of the investment lifecycle:

• Eze EMS (formerly known as RealTick) for execution management capabilities
• Eze OMS for order management capabilities, including compliance
• Eze PMS (formerly known as Tradar) for portfolio accounting

Eze has been acquired by SS&C, who also owns Advent which offer similar products.

Bloomberg is a trusted name in the financial industry, and their Trade Order Management System (OMS) - Asset and Investment Manager (“Bloomberg AIM”) - covers part of an Investment Management Solution scope. Bloomberg's solution suite also includes portfolio management capabilities through its product Bloomberg PORT. Together they form what's called "Bloomberg Buy-Side Solutions", which is a set of systems.

Bloomberg AIM is part if the Bloomberg terminal, so all users must have terminal access. Market data coverage is therefore included implicitly, though terminal licenses.

S&P Markit Thinkfolio is a Portfolio Management System, covering modelling and order management.

Thinkfolio seeks to enhance portfolio visibility and improve decision-making processes. The software started in Fixed Income but now covers multiple asset classes.

Thinkfolio was acquired by Markit in 2014, and then Markit was, in turn, acquired by S&P in 2022.

Explore competitors to thinkfolio.