Latest News
Press Release
Key Private Bank consolidated management of its portfolio management capabilities onto Charles River Wealth Management Solution.
Data Management
State Street Accelerates Investment Insights by Building Alpha Data Platform (ADP) on Snowflake’s Global Network Data Cloud.
Product Video
Charles River’s Tailored Portfolio Solutions enables wealth and asset management firms to offer high-value portfolio customization at scale.
Thought Leadership
“Rightsourcing” APAC Asset Owner Operating Models: What assets and investment activities should be managed internally and which to outsource.
Webinars and Events
Charles River Client Connect
Clients are invited to join Charles River executives, product experts and industry colleagues to learn how our evolving offerings are continuing to help businesses innovate and grow, despite the challenging environment.
Clients are welcome to register here:
US/EMEA – June 17, 2021
Register Now
APAC – June 24th, 2021
Register Now
Gaining Clearer Risk Insights with Qontigo’s Fixed Income Analytics and Charles River
Qontigo joins Charles River to discuss our partnership and ways that investment firms and asset owners can leverage the Axioma Factor-based Fixed Income Risk Model to gain clearer insights into the drivers impacting portfolio performance.
US/EMEA – June 30, 2021
Register Now
APAC – July 7, 2021
Register Now
Next Level Learning Sessions Available for Charles River IMS
Expand your knowledge of the Charles River IMS: Learn product “how to’s” and best practices for different components and workflows.
Participants will come away with a greater understanding, improved confidence, and resource material that can be referenced later.
Register now for a Next Level Learning training session.
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Want to learn more? Get in touch.
We're ready to answer your questions.
Contact us or follow us on our social channels.
Want to learn more? Get in touch.
We're ready to answer your questions.
Contact us or follow us on our social channels.