Exoe, a Paris-based independent investment firm, has chosen Charles River’s Investment Management Solution (Charles River IMS) to improve operational efficiency.
Access deeper industry intelligence
Experience unmatched clarity with a single platform that combines unique data, AI, and human expertise.
The technology vendor said that its solution, which is delivered as Software as a Service (SaaS), will offer a single, cross-asset order and execution management (OEMS) platform to boost the company’s trade volumes and number of accounts.
The solution will replace the investment manager’s internal systems to manage client trade flow, as well as facilitate coverage of derivatives and fixed income offerings.
The technology provider also said that its compliance engine will allow Exoe to meet high standards of investment controls.
Exoe managing director Jean-Francois Dudognon said: "Charles River IMS allows us to offer our institutional clients best execution strategies and processes equal to those of the world’s leading asset managers.
US Tariffs are shifting - will you react or anticipate?
Don’t let policy changes catch you off guard. Stay proactive with real-time data and expert analysis.
By GlobalData"Having a single, multi-asset platform will increase efficiencies and productivity across our organization, and reduce our compliance risk throughout the order management process."
Charles River global managing director Tom Driscoll added: "Our SaaS-based solution solves the two biggest challenges for front and middle office systems: the software is always kept up to date, and the necessary data is fed to the system. Having a single, OEMS platform seamlessly integrated with data, FIX connectivity and trade analytics helps firms improve the quality of execution."
