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Banking verified Verified Outcome TRL 9

Front-to-Back Investment Platform Integration

domain Client: Global Custodian Bank handshake Provider: Charles River / Internal schedule Deploy: 2019-2023
87 Impact
Enterprise Ready
Evidence Score: 5/10
Strength: High

Executive Summary

ANALYST: COI RESEARCH

The bank acquired a leading order management system (Charles River) to build an integrated front-to-back platform, connecting trading directly with custody and settlement.

rate_review Analyst Verdict

"Strategic vertical integration. By owning the trader's desktop (Front Office) and the custody ledger (Back Office), the bank creates a seamless data flow that competitors offering only one slice of the value chain cannot match."

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Full Audit Report Available Includes Risk Register, Technical Specs & Compliance Data.

warning The Challenge

Institutional asset managers struggled with fragmented systems for trading, risk, and settlement. Data had to be manually reconciled between the front office (execution) and the back office (custody), leading to operational errors, latency, and high technology costs.

psychology The Solution

Following a major acquisition, the bank integrated the Charles River Investment Management Solution (IMS) with its own back-office custody and accounting services. This created a single platform ('Alpha') where trade data flows automatically from execution to settlement without manual intervention or reconciliation breaks.

settings_suggest Technical & Deployment Specs

Integrations
Trading / Custody
Deployment Model
SaaS / Private Cloud
Data Classification
Financial
Estimated TCO / ROI
High
POC Summary ( to )

"N/A"

shield Risk Register & Mitigation

Risk Factor Severity Mitigation Strategy
Integration Complexity High Multi-year roadmap

trending_up Impact Trajectory

Audited value realization curve

Growth in platform clients Verified Outcome
Primary KPIReduction in reconciliation errors
Audit CycleSeamless front-to-back data flow

policy Compliance & Gov

  • Standards: Global Securities
  • Maturity (TRL): 9
  • Evidence Score: 5/10
  • Data Class: Financial

folder_shared Verified Assets

description
Verified Case Study
PDF • Version 1
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Technical Audit
PDF • Audited
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Security Architecture

The "Blind Verification" Protocol

How we verified these outcomes for Global Custodian Bank without exposing sensitive IP or identities.

Private
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1. Raw Evidence

Audit ID: #PRIV-442
Evidence: Direct SQL Logs
Public
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2. Verified Asset

Outcome: Verified
Ref ID: #COI-442

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