Press Release

Charles River Wins “Best Portfolio Management Solution” at WealthBriefing Singapore Awards 2015

April 20, 2015

Melbourne, Australia – Charles River, a front- and middle-office investment management solution provider, was named “Best Portfolio Management Solution” at the WealthBriefing Singapore Awards 2015. Presented on April 16th, the WealthBriefing Singapore Awards honor technology providers in the wealth management industry for developing tools that help firms manage clients’ investment portfolios.

Delivered as a service, the Charles River Investment Management Solution (Charles River IMS) provides wealth managers and financial advisors with institutional class capabilities to support discretionary and non-discretionary private wealth product lines, enhance mobility, and efficiently manage their book of business.

“Charles River’s wealth solution offers flexibility to handle the geographic-specific business needs of wealth firms across Asia Pacific,” said Cameron Field Managing Director-APAC, Charles River. “Our single, integrated solution enables wealth managers to easily create and manage sophisticated, customized portfolios, and eliminates the need for multiple systems to support various products. This reduces operational overhead, and accelerates firms’ time to market for new investment strategies and products.”

Other recent industry awards include: Family Wealth Report Awards 2015,  “Best Portfolio Management Solution Provider;” 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;” and Buy-Side Technology Awards 2014, “Best Buy-Side Compliance Product.”

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 improves data quality and 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.