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.

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.

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

Streamlining Wealth Manager and Sponsor Communications with Charles River Wealth Hub

By automating and consolidating communications with multiple sponsors, the Charles River Wealth Hub helps wealth managers reduce operating costs and errors, improve communications and support increased use of models.