Viewpoints: A Charles River Conversation

The Renewed Focus on Households in Portfolio Management

Enabling Holistic Outcomes with Technology

The ability to offer holistic, household level solutions that help improve investor outcomes is an increasingly important differentiator for financial advisors and wealth management firms. Key to satisfying both advisor and investor needs is balancing automation and scalability with mass portfolio customization. Technology platforms that support investment management integrated with goals based planning are well positioned to serve wealth and advisory firms looking to offer these services to their clients.

Charles River convened a panel to discuss the growing demand for household-level solutions, and technology requirements and deployment options for firms evaluating platform providers.


Charles River Development Videos   Watch the original recording of this webinar.