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
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.
The ability to offer holistic, household level solutions that improve investor outcomes is an increasingly important differentiator for financial advisors and wealth management firms. In this panel discussion, we explore household wealth management and technology solutions.
Charles River recently hosted a panel discussion with industry thought leaders to discuss challenges in the wealth management industry and how firms are adapting. In particular, the group focused on viewing financial advisor experiences through a technology lens that enables growth and agility.