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Press Release

Charles River Wins “Best Portfolio Management Solution Provider” at Family Wealth Report Awards 2015

March 16, 2015

Boston, MA – Charles River, a front and middle office investment management solution provider, was named “Best Portfolio Management Solution Provider” at the Family Wealth Report Awards 2015. Presented on March 12th in New York City, the Family Wealth Report Awards honor technology providers in the wealth management industry for developing tools that help firms manage clients’ investment portfolios.

“This award recognizes Charles River’s continued investment in delivering institutional-class capabilities for wealth managers,” said Tom Driscoll, Global Managing Director, Charles River. “Our wealth solution gives firms a single platform, with multiple deployment options, that supports all discretionary and non-discretionary products. Wealth Managers can create and manage sophisticated, customized portfolios and highly automate centralized management of large volumes of accounts. This eliminates the need for multiple systems to support various products, reduces operational overhead, and accelerates time to market with new investment strategies and products.”

Other recent industry awards include: AsianInvestor Annual Trading Poll 2015, “Best OMS;” WSL Institutional Trading Awards 2015, “Best OTC Derivatives Trading Platform;” MENA FM Fund Services Award 2015 “Best Portfolio Management Software Provider;” Buy-Side Technology Awards 2014, “Best Buy-Side Compliance Product;” WealthBriefingAsia Singapore Awards 2014, “Best Portfolio Management Solution;” and American Banker/Financial Insights, “FinTech Top 100”

About Charles River

Charles River provides an end-to-end solution to automate front and middle office investment management functions across asset classes on a single platform. Delivered as a hosted service, the solution offers a simplified operating model that improves investment professional productivity, controls risk and lowers technology costs. Charles River serves more than 350 investment firms in 44 countries in the institutional asset and fund management, private wealth, alternative investments, insurance, banking, and pension markets.