Wealth Managers and Advisors

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

All About Wealth

Charles River Wealth Insights

Charles River Wealth Insights

Wealth Management

Charles River Wealth Insights

Wealth Management

Discussion on recent wealth trends such as SMAs, simplifying Manager-Sponsor communications and developing a partner ecosystem.

Exchange Conference

Why Your Clients Are Asking About Direct Indexing… or will soon.

Portfolio Customization

Why Your Clients Are Asking About Direct Indexing… or will soon.

Portfolio Customization

Charles River’s Head of Wealth, Randy Bullard, spoke on direct indexing at the recent Exchange Conference.

Charles River & Qontigo: Powering Scalable Portfolio Customization

Charles River & Qontigo: Powering Scalable Portfolio Customization

Partner Ecosystem

Charles River & Qontigo: Powering Scalable Portfolio Customization

Partner Ecosystem

Qontigo and Charles River discuss how we’re enabling customization at scale, powered by the Axioma Portfolio Optimizer.

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