Wealth Management Solution
The trusted global wealth platform that enables enterprise wealth managers to consolidate across programs and solve for scale, complexity, growth and innovation.
$3T
trillion wealth assets
40+
global wealth clients
15+
years supporting enterprise wealth managers and advisors
Data as of March 2025
Powering the Future of Wealth Management
Charles River serves the unique needs of global enterprise wealth management firms with a modern, integrated technology platform. Our solution was designed with the scale and flexibility needed to support sustainable business growth and help improve investor outcomes.
Global
- Comprehensive front and middle office technology capabilities for global wealth management
- Seamless operations across multiple jurisdictions, asset classes, and programs
Scalable
- Leverage scalable, performant technology to meet growth expectations while maintaining efficient day-to-day operations
- Centralize all business lines onto one platform for enhanced efficiency
Interoperable
- Integrate in-house and outsourced investment functions without complexity
- Streamlined access to our ecosystem of strategic partners to enhance choice and flexibility
Innovative
- Gold standard managed accounts solution supports UMAs, SMAs, and other fee-based programs with greater configurability and flexibility than other offerings
- Improve investor outcomes and meet industry demand for portfolio personalization, private assets, and other strategies
Designed for Growth, Built to Scale
Charles River understands the complexities and challenges facing the wealth management industry and we have designed our solution specifically to solve everyday operational challenges while providing the tools to spur product innovation, improve investor outcomes, and facilitate business growth, all on a scalable platform that grows as you grow.
