Private Wealth

The Charles River Investment Management Solution (Charles River IMS) offers portfolio managers, wealth managers and financial advisors institutional class capabilities that support discretionary and non-discretionary private wealth product lines, enhance mobility, and efficiently manage large volumes of accounts and trades. Comprehensive multi-asset/ multi-currency functionality enables broad asset allocation strategies as well as tailored portfolio strategies for single account and household management. The solution is complemented by managed services for hosting, application management, integrated data, FIX connectivity, and compliance expertise to help clients maximize value, reduce complexity and lower costs.

  • Handle all assets classes, including mutual funds, ETFs, futures, options
  • Reduce time-to-market for multi-strategy products
  • Manage numerous product lines via a single platform
  • Eliminate redundant systems
  • Enforce firm compliance and Investment Policy Statement rules
  • Increase advisor productivity and engagement of high-touch client relationships
  • Provide mobile access via web browsers, tablets and smartphones

Wealth Management