Webinars, Videos and Case Studies

On-Demand Webinar Recording

Automating Asset Manager-Sponsor Communications with Charles River Wealth Hub

Charles River Wealth Hub ensures timelier and more accurate transmissions and improves efficiency by:

  • Automating processes that are repetitive and prone to error
  • Eliminating the need for asset managers to upload the same critical data to each sponsor’s platform
  • Bringing wealth and institutional accounts together on a single platform for
    better execution

On-Demand Webinar Recording

Charles River IBOR: Eliminating Dependency on
Back-Office Systems

In this webinar, Charles River experts discuss industry trends and advantages of integrating Charles River’s Investment Book of Record (IBOR) solution in the front office. Watch the webinar recording to learn how eliminating portfolio managers’ and traders’ dependency on back-office systems ensures greater data accuracy and transparency throughout the trading day.

On-Demand Webinar Recording

Reducing Risk & Costs with Compliance as a Service - CaaS

Charles River experts will explain how our new compliance solution of integrated software, data and advisory services, hosted in a private cloud, can help your firm:

  • Better fulfill complex regulatory compliance requirements
  • Improve efficiency for beginning of-day portfolio compliance
  • Lower operating costs
  • View accounts holistically across the enterprise

70 Second Client Success Story: RBC Global Asset Management

March 31, 2014

Tom Brown, Manager/Trade Support, explains how Version 9 of the Charles River Investment Management Solution helps RBC Global Asset Management bring new products to market quickly.

Watch >


70 Second Client Success Story: CLS Investments

March 31, 2014

Ritchie Brown, Director of Trading, explains how Charles River’s hosted enterprise solution allows the firm to focus on core competencies.

Watch >

On-Demand Webinar Recording

Solutions for Front Office Data Challenges

Brad Haigis, Director, Product Management at Charles River, and Gert Raeves, Research Director at CEB TowerGroup, present the latest research and describe how an outsourced data model can improve data quality, reduce costs and solve common data problems.


MFC Asset Management

August, 2013

MFC Asset Management Public Company Limited is Thailand’s first mutual fund management company with over US$8.8 billion in assets under management and a top wealth management firm. MFC uses Charles River’s enterprise investment management solution to manage multiple asset classes and provide its clients with more diverse domestic and International investment options.

Read the full story >