Charles River Wealth Management Solution
Portfolio Management On-the-Go
Securely manage and monitor portfolios across devices
Access Your Portfolios Everywhere and Anytime
Charles River Everywhere is a browser-based portfolio management, compliance, and trading solution that scales to support thousands of users. Its easily configurable framework allows users to quickly personalize information for managing complex accounts and client relationships. Financial advisors, executives, compliance officers, and other Charles River IMS users can help securely manage and monitor portfolios, compliance, trades and post-trade information in real-time when away from the office. Charles River Everywhere also meets the growing demand for remote access by giving users the same investment management features via iPad- and Android-powered tablets.
Key Capabilities
- Customize portfolio-, household-, and legal-entity–oriented views
- Capture multi-manager, multi-sleeve or multi-product model targets
- Rebalance portfolios to help ensure compliance with model targets
- Help ensure tax-efficient portfolios and tax optimization across households
- Portfolio impact preview before orders are released
- Review, modify, submit and track trades through execution
- Monitor and manage cash
- Manage and monitor pre- and post-execution compliance issues
- Monitor and manage post-trade orders and allocations status
- Purpose -built dashboard to x-ray into advisor’s Book of Business
- Action-oriented portfolio alerts and monitors
- Construct characteristic-based allocation models and custom benchmark portfolios
- Provides capabilities for personalization
Screenshots are for informative purposes only. No live data being used.
Key Trends in Wealth
Growth, Efficiency, and Innovation
Swati Verma, the Head of Charles River Wealth and Advisor Platforms, highlights key trends shaping the global wealth management industry—ranging from expansion and platform consolidation to the rise of private assets and scalable personalization.
She covers how Charles River’s wealthtech solution is uniquely positioned to support fast-growing firms with a flexible, interoperable platform that evolves with client needs across jurisdictions and asset classes.