Charles River Development

crd.com · Burlington, United States of America

Charles River Development, a State Street Company, provides front- and middle-office investment management software and services used by asset managers, asset owners, hedge funds, insurers, and wealth managers to manage portfolios, trading, compliance, and risk. Its flagship Charles River Investment Management Solution (IMS) is delivered as a SaaS and managed services platform that integrates data, analytics, and trading across asset classes. The company generates revenue through software licensing, subscriptions, and related implementation and managed services.

  • Business Intelligence & Dashboards
  • Data Integration & ETL
  • Wealth & Investment Software
Revenue
$750.0M
Employees
1,500
Founded
1984
Headquarters
Burlington, United States of America

What 29 Arbolus experts think of Charles River Development

NPS score distribution is skewed positive, with 30% scoring 10, 25% scoring 8–9, and a smaller portion (under 15%) rating at 5 or below. Renewal intent is high among enterprise spenders and mature users, with most high-NPS customers indicating continued or increasing engagement. The majority of responses reflect multi-year implementations, further supporting strong customer stickiness. The outlier low NPS scores originate mostly from pilot or early-stage users.Overall Customer Sentiment: Positive

Who reviewed Charles River Development

Total customers 29 26 current · 3 former
Reviews growth +16 in six months
Seniority of respondents
  • C-Suite 75% (22)
  • Director 14% (4)
  • Manager 11% (3)
Finance Executive Director NPS 7 Undecided
Executive C-Suite NPS 5
Marketing Leader C-Suite NPS 0

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Sentiment

13 Net Promoter Score, from 29 scored reviews
  • Promoters 10
  • Passives 13
  • Detractors 6

Cumulative NPS by month

+0 over 6 months
  • Mar 8
  • Apr 8
  • Jun 8
  • Jul 8
  • Aug 8
  • Sep 8

Net Promoter Score across 1 reviews, accumulated up to each month. Category median 13 across 1 companies.

Written answers and themes publish with the full report.

Renewal intent

Plan to renew 58%
  • Will renew 7
  • Undecided 3
  • Not renewing 2

Plan to renew, by seniority

  • C-Suite 78% 9 answers
  • Director 0% 3 answers
  • 8.7/10 Average score from customers who will renew
  • 8/10 Average score from undecided customers
  • 6.5/10 Average score from customers not renewing

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