Charles River helps wealth managers, private banks, RIAs and third party separate account managers efficiently operate all wealth products and business lines on a single platform.
Wealth Managers, Sponsors and Retail Brokers
Charles River’s Wealth Management Solution offers wealth managers institutional class capabilities to support discretionary and non-discretionary products, enhance mobility, and help attract and retain financial advisors.
Comprehensive multi-asset/multi-currency capabilities and support for region-specific frameworks and products, such as SMA, UMA, UMH, Rep as PM, and Mutual Fund Wraps, help managers consolidate disparate systems on a single wealth management solution and accelerate introduction of new offerings.
Advisors and Private Banks
Charles River helps advisors efficiently manage their book of business, structure tax-efficient portfolios and reduce risk for high net-worth clients. By providing anywhere/anytime web and mobile access, Charles River increases advisor productivity and engagement in high-touch client relationships.
Learn how Charles River Helps Wealth Sponsors, Asset Managers and Financial Advisers Keep Pace
Charles River Wealth Management Solution
Tailored Portfolio Solutions
Powering Portfolio Customization at Scale
Charles River Everywhere
Manage and monitor portfolios in real time with a consistent digital experience across devices
Charles River Wealth Hub
Consolidating Manager/Sponsor Communication on a Single Platform
For Sponsors
Charles River Wealth Hub
For Asset Managers
Charles River Wealth Hub
Cash & Position Management
Charles River’s IBOR Solution