2025 MMI Annual Conference
The Charles River Wealth Management Solution
The Future of Wealth Management has arrived.
Technology should propel your business forward, not hold it back.
We’re enabling global enterprise wealth managers to scale for growth, deliver innovative investment products, and improve investor outcomes.
Come chat with us at Booth #9!
Looking for a Modern Wealth Technology Solution?
Get in touch.
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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.
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 enhance productivity.
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
Streamlining Wealth Manager and Sponsor Communications
By automating and consolidating communications with multiple sponsors, the Charles River Wealth Hub helps wealth managers reduce operating costs and errors, improve communications and support increased use of models.
Learn more about the Charles River Wealth Hub.
Charles River Tailored Portfolio Solutions
Charles River’s Tailored Portfolio Solutions enables wealth and asset management firms to offer high-value portfolio customization at scale. Firms can manage the construction and trading of in-house models, third party separately managed account (SMA) strategies, or operate direct index programs tailored to the requirements of each individual investor.
Learn more about the Charles River Tailored Portfolio Solutions.