Charles River Everywhere

A web-based, multi-platform portfolio management system
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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 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

  • 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 UMAs
  • 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
  • Quickly assess and address areas requiring attention
  • Provides capabilities for personalization
  • Helps increase efficiency and productivity

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