Wealth Management & Trust
The complexities of HNWI and UMH accounts and the high volume requirements of SMA and UMA accounts require institutional-class solutions. Charles River Investment Management System (Charles River IMS) is an institutional-class front-office solution used by Portfolio Managers and Financial Advisors to manage large numbers of accounts quickly and efficiently.
Key capabilities include:
- Manage high volumes of high net worth, SMA, UMA and UMH accounts
- Construct characteristic-based allocation models and custom benchmark portfolios
- Ensure tax-efficient portfolios and tax optimization across households
- Manage portfolio, compliance, trade and post-trade activities via browsers
- Customize portfolio-, household-, and family-generation-oriented views
- Centralize maintenance of all underlying performance data in a single system
- Browser-based delivery to portfolio managers, financial advisors and assistants
Charles River offers wealth managers a global institutional-class system for straight-through processing of all asset classes and currencies from asset allocation and portfolio manufacturing to reporting:
Charles River Anywhere offers a sophisticated user experience and truly integrated web portal which can be used on any mobile device or desktop computer. Financial Advisors and internal and external money managers can quickly and efficiently monitor accounts and positions, generate orders, submit and track trades and view reports.