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.
Streamlining Wealth Manager and Sponsor Communications with Charles River Wealth Hub
Watch how Charles River’s Wealth Hub can work for you.
All About Wealth
Charles River Wealth Insights
Wealth ManagementCharles River Wealth Insights
Wealth ManagementDiscussion on recent wealth trends such as SMAs, simplifying Manager-Sponsor communications and developing a partner ecosystem.
Why Your Clients Are Asking About Direct Indexing… or will soon.
Portfolio CustomizationWhy Your Clients Are Asking About Direct Indexing… or will soon.
Portfolio CustomizationCharles River’s Head of Wealth, Randy Bullard, spoke on direct indexing at the recent Exchange Conference.
Charles River & Qontigo: Powering Scalable Portfolio Customization
Partner EcosystemCharles River & Qontigo: Powering Scalable Portfolio Customization
Partner EcosystemQontigo and Charles River discuss how we’re enabling customization at scale, powered by the Axioma Portfolio Optimizer.