The Charles River Wealth Management Solution

Innovate. Disrupt. Level Up.

Charles River is creating a new paradigm in the wealth management industry with a cloud-based, open architecture platform that provides wealth managers, sponsors, and advisors with the technology and services to help drive business growth and improve investor outcomes.

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Learn more about our wealth management capabilities, including Tailored Portfolio Solutions, enabling wealth and asset management firms to offer high-value portfolio customization at scale.

Charles River Tailored Portfolio Solutions

Charles River’s Tailored Portfolio Solutions (TPS) 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.

Brochures, Insights & Articles

Charles River & A360°: Optimizing the Digital Wealth Experience

Modern technology offers wealth managers and advisors with the right tools to succeed in today’s market. Legacy technology and numerous new solutions can be a challenge to navigate. Nick Diodati, Director, Wealth Product Strategy, Charles River Development, and Rich Hart, SVP, Corporate Development, Advisor360°, discuss the possible solutions to better leverage technology in the wealth space.

Watch the Full Length Interview on Optimizing Digital Wealth.

The material presented is for informational purposes only. The views expressed in this material are the views of the author, and are subject to change based on market and other conditions and factors, moreover, they do not necessarily represent the official views of Charles River Development and/or State Street Corporation and its affiliates.