Anywhere, Anytime Access

Charles River Anywhere - Web-based Dashboard

Charles River Anywhere is a browser-based portfolio management, compliance, and trading solution that scales to support thousands of users. The fully configurable dashboard 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 securely manage and monitor portfolios, compliance, trades and post-trade information in real- time when away from the office.

Key Capabilities

  • Construct characteristic-based allocation models and custom benchmark portfolios
  • Customize portfolio-, household-, and family-generation-oriented views
  • Capture multi-manager, multi-sleeve or multi-discipline targets for UMA accounts
  • Rebalance portfolios to help ensure compliance with model targets
  • Help ensure tax-efficient portfolios and tax optimization across households
  • Submit and track trades through execution
  • View top holdings based on the latest trade and valuation data
  • Monitor and manage cash
  • Manage and monitor pre- and post-execution compliance issues
  • Monitor and manage post-trade orders and allocations status

Charles River Mobile – Tablets

The Charles River Mobile app meets the growing demand for remote access by giving users a “big picture view” of key investment management activities via iPad- and Android-powered tablets. It offers financial advisors, portfolio managers, compliance officers and other users secure, remote access to critical Charles River IMS information. An intuitive dashboard allows users to manage accounts, orders, trades, and alerts from the field.

Screenshots are for informative purposes only. No live data being used.

Key Capabilities

  • Access accounts and models and generate orders
  • Monitor asset allocations and track portfolio exposures
  • View updates on open orders and trades
  • Respond to compliance alerts and resolve issues
  • Access market data, real-time pricing and watch lists
  • Make in-person client meetings more interactive with on-demand reports and graphs