Charles River Wealth Hub

for Manager / Sponsor Communication

The Charles River Wealth Hub enables wealth managers to automate and streamline communication with sponsors. Rather than relying on email and learning multiple user interfaces to upload information separately into each sponsor’s platform, managers access a single dashboard for all communications, where they can securely distribute account and model updates to all applicable sponsors in a single click. By automating and consolidating communications with multiple sponsors, the Charles River Wealth Hub enables wealth managers to:

  • Reduce operational costs and manual effort
  • Reduce risk of operational errors
  • Improve timeliness of communications
  • Support increased use of models

Available as part of Charles River’s hosted enterprise solution with support for non-Charles River sponsors & managers, the Charles River Wealth Hub helps asset managers with broader distribution of their products.

Wealth Hub

The Charles River Wealth Hub consolidates communications with multiple sponsors. All updates are communicated through a single, web-based interface that saves time and reduces errors for wealth managers.

Charles River Wealth Hub: Consolidating Communication on a Single Platform

The Charles River Wealth Hub is a web-based, hosted, multi-tenant communication platform, purpose- built for asset managers to automate and streamline their communication with sponsors.

View the Data Sheet >

Charles River Wealth Hub: Consolidating Communication on a Single Platform

The Charles River Wealth Hub is a web-based, hosted, multi-tenant communication platform, purpose- built for asset managers to automate and streamline their communication with sponsors.

View the Data Sheet >