Streamlining Wealth Manager and Sponsor Communications with Charles River Wealth Hub
Connecting Managers and Sponsors
The Charles River Wealth Hub is the industry’s first API-driven open network solution, automating and streamlining connectivity between separate account asset managers and wealth management platform sponsors.
- Enables asset managers to automate and streamline communication with sponsors
- Streamlines operations by eliminating the need to learn and interact with multiple sponsors
- Allows managers to scale their business without increasing staff levels
- Supports model management, portfolio management instructions, order workflows and receiving positions, transactions and tax lot data from sponsors
The Wealth Hub was designed as an API-driven, open network solution to enhance operational efficiency in separate account operations, helping to alleviate procedural bottlenecks and facilitating more efficient distribution of asset managers’ investment products across the industry.
Wealth Hub’s integration with leading separate account industry technology platforms and service bureaus enables operational connectivity to a wide range of wealth management programs.
Supporting Communication, Distribution, & Operations
The Evolution of Direct Indexing
In this MMI Advisory Insights interview, learn about the industry trends and innovations in technology that have enabled the recent surge in interest around direct indexing.