Total Portfolio View
One Platform, One View of your Portfolio across Public and Private MarketsEmpowering Investment Managers and Asset Owners
Enhancing the customer experience with a unified view of public and private assets
Front and Middle Office Technology for Public & Private Assets
Public and Private Market Middle & Back Office Services
Challenges to Enabling a Total Portfolio View
Data Fragmentation
Our unified data model helps eliminate asset-class based data silos and delivers a consistent and complete view of holding, cash and exposures.
Operational Risk
Eliminate disparate legacy systems that drive up risk and maintenance costs with modern, cloud native technology
Unscalable Cost Structures
We automate error-prone manual processes, eliminate data duplications and help firms scale for growth.
Limited Information Access
With self-service analysis and reporting tools, investment professionals can leverage the data they need to make better informed decisions.
One Platform, All Asset Classes
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Looking for an Investment Management Solution?
Want to learn more? Get in touch.
We're ready to answer your questions. Contact Sales & Marketing by filling out this form.
Follow us on our social channels to stay up-to-date on all Charles River News and Events.