Charles River Wealth Management Solution
Unified Portfolio Management & Trading
Wealth management is evolving. Fast.
Global wealth firms need to scale, innovate, and deliver portfolios efficiently. Keep pace with Charles River’s unified portfolio management solution.
Scale. Innovate. Deliver.
We’re enabling global enterprise wealth managers to streamline operations, improve investor outcomes, and regain time to focus on core competencies.
Support for all asset classes, currencies, and jurisdictions? Done.
Complexity? Solved. Workflows? Streamlined.
One Scalable Platform
Wealth managers benefit from our open architecture platform with API-driven integrations, global, multi-custodian connectivity, and compliance, performance, and risk monitoring – all in one solution. Construct, manage, and deliver the investment products that differentiate your firm:
Managed Accounts
Streamlines operations across SMA, UMA, and Rep-as-PM programs
- Support complex account structures
- Enable discretionary and non-discretionary mandates
- Facilitate efficient model delivery and rebalancing
- Deliver transparency and control to advisors, overlay teams, and compliance
Portfolio Implementation & Overlay
Automate portfolio workflows and enable scalable execution with control
- Centralize trade generation and overlay coordination
- Optimize for tax management at the household-level
- Adhere to client- or manager-directed constraints
- Connect 3rd party models and asset managers seamlessly
Private Markets & Alternatives
Deliver streamlined access to illiquid and emerging asset classes
- Integrate private market exposure into client portfolios
- Blend with public assets while maintaining liquidity and suitability rules
- Support modeling, reporting, and lifecycle tracking for alternatives
Personalization at Scale
Offer portfolios to each investor’s circumstances and goals
- Capture preferences, tax budgets, risk tolerances, and ESG/SRI filters
- Customize at the household level, not just the account
- Monitor and re-optimize portfolios with every update
- Empower advisors to show the value behind every trade
Charles River is powering the future of wealth management – let’s talk about how we can drive your next chapter.
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.