Charles River Wealth Management Solution
Portfolio Personalization at Scale
Build portfolios tailored to investors’ objectives for thousands of accounts.
Tailored Portfolio Solutions
Investors want personalized experiences and their investment portfolios are no different.
With growing demand across the industry, wealth managers are searching for scalable solutions. Charles River’s Tailored Portfolio Solutions offers wealth managers and advisors an opportunity to offer in-demand products, bring personalization in-house, and provide firms with greater control and cost management.
High Volume, Scalable Personalization
Our scalable, cloud-based technology empowers you to extend bespoke portfolio management to a wider investor base, harness a flexible, open architecture for personalized portfolio creation, and build simple, seamless workflows that optimize operational efficiency.
Deliver Portfolios Tailored to Different Needs and Goals
Customize a portfolio to mirror a certain index that aligns with the security constraints, tax situation, risk, and values of any client.
Customize investment strategies to match investors’ risk tolerance across accounts and households.
Strategically manage investments to minimize tax liabilities to enhance after-tax returns.
Customize investment strategies to match investors risk tolerance across accounts and households.
Tailor portfolios to align with a client’s environmental, social, and governance values and objectives.
The Engine Powering Customization
Optimization technology acts as the engine for Tailored Portfolio Solutions, enabling:
- Personalize and implement even the most sophisticated strategies at scale
- Leverage established processes using 3rd party and in-house models and data
- Automation helps efficiently scale to manage thousands of portfolios
Optimization Technology Streamlines the Workflow
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.