Atlanta Capital Consolidates Front- and Middle-Office Systems with Charles River IMS Enterprise Solution

BOSTON--(BUSINESS WIRE)--Charles River, a front- and middle-office investment management solutions provider, today announced that Atlanta Capital, an investment advisory firm that operates as an independent subsidiary of Eaton Vance Corp., has implemented the Charles River Investment Management Solution (IMS) Version 9 to automate portfolio management, trading and compliance across its domestic equity operations.

“And it’s the only front-office system that combines OMS and EMS capabilities into one platform. We lower total cost of ownership by bringing together comprehensive software, managed services, FIX network and data for a single solution.”

“Charles River IMS enabled us to replace separate OMS, EMS, FIX network, and real-time data providers with a single solution that increases trading efficiency and allows us to reduce risk and cost,” said Atlanta Capital President and COO Kelly Williams. “Additionally, Charles River’s multi-asset class coverage will support our growth strategies and expanding investment needs.”

Charles River IMS Version 9 merges traditional order management with execution management capabilities such as watch lists, charts, level II real time data (market depth), and smart order routing, giving Atlanta Capital’s traders a single trading blotter with more consistent, streamlined workflows. Atlanta Capital joins more than 100 clients who are now live on Version 9.

“Charles River IMS supports the entire trading lifecycle,” said Tom Driscoll, Global Managing Director, Charles River. “And it’s the only front-office system that combines OMS and EMS capabilities into one platform. We lower total cost of ownership by bringing together comprehensive software, managed services, FIX network and data for a single solution.”

About Atlanta Capital

Atlanta Capital is an SEC registered investment advisory firm that specializes in managing high quality stock and bond portfolios on behalf of institutional and individual investors. For over 40 years, Atlanta Capital has remained dedicated to a single investment philosophy which has been successfully executed over a variety of market conditions.

About Charles River

Charles River provides software and managed services to automate front- and middle-office investment operations for buy-side firms. SaaS solutions, including application management, data and compliance services, support portfolio management, compliance and risk monitoring, order and execution management, and access to global liquidity. The company has more than 350 clients in over 42 countries in the institutional asset and fund management, alternative investments, wealth management, insurance, banking, pension and custody markets.