Web-based Access

Charles River Anywhere is a browser-based workstation that allows Charles River IMS users to securely manage and monitor portfolios, compliance, trades and post-trade information in real-time. While any user can leverage the component, it is designed for financial advisors, executives, compliance officers and others who may need to quickly monitor and manage information from the field.

Key Benefits

  • Construct characteristic-based allocation models and custom benchmark portfolios
  • Customize portfolio-, household- and family-generation-oriented views
  • Capture multi-manager, multi-sleeve or multi-discipline targets for UMA accounts
  • Rebalance portfolios to ensure compliance with model targets
  • Ensure tax-efficient portfolios and tax optimization across households
  • Submit and track trades through execution
  • View top holdings based on the latest trade and valuation data
  • Monitor and manage cash
  • Manage and monitor pre- and post-execution compliance issues 
  • Monitor and manage post-trade orders and allocations status