Cardigan Advisors

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Cardigan Advisors has a single focus: To assist clients who have chosen Charles River IMS to achieve the greatest possible return on their investment. This is achieved through our methodology which emphasizes the following principles:1. Rigorous workflow analysis to determine the true operational requirement2. Creative solutions in leveraging out-of-the-box functionality3. Education/empowering of client IT staff4. Comprehensive documentation5. Extensive TestingOur consultants have broad and deep experience implementing and supporting Charles River at some of the largest Wealth Management implementations of Charles River in the US and Canada. In addition, they bring experience at multiple engagements at Asset Management firms, of both traditional and alternative investment strategies.We look forward to partnering with you in successfully leveraging your investment in Charles River IMS.

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