Charles River Wealth Management Solution
Manager-Sponsor Collaboration. Simplified.
Streamline your managed accounts operations and communications and enhance distribution efforts with the cloud-based Charles River Wealth Hub.
Enabling Transparency and Collaboration
Our secure, open architecture solution encourages wealth technology providers, managers, and sponsors to collaborate in a transparent manner, simplifying operations and improving investor outcomes.
Streamlined Connection for Asset Managers and Sponsors
Enhanced Collaboration and Simplified Workflows
Asset managers benefit from improved operational efficiency and increased distribution of their investment products across the global wealth management industry.
Wealth sponsors can enhance risk management, control costs, and improve operations while gaining access to strategies from the world’s leading asset managers.
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.