Wealth Managers and Advisors

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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

A single solution to support multiple business lines on one platform

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

Wealth Insights

ESG for Wealth Management: A Paradigm Shift

The implementation of ESG is undergoing a paradigm shift across the industry. In this MMI Advisory Insights interview, Charles River’s Randy Bullard and Josh Levin from OpenInvest discuss these fundamental changes and how they present new opportunities for firms and individual investors.

Watch the Full Length Interview on ESG for Wealth Management.

Read our Custom Portfolios Insight The Evolution of ESG.

The Evolution of Direct Indexing

In this MMI Advisory Insights interview, Craig Pfeiffer, CEO of MMI, and Randy Bullard, Global Head of Wealth for Charles River Development, discuss the industry trends and innovations in technology that have enabled the recent surge in interest around direct indexing.

Learn more about Direct Indexing through Tailored Portfolio Solutions.

Read our Direct Indexing Insight 2020’s Surge is Just the Beginning.

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