2023 MMI Annual Conference
2023 MMI Annual Conference
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.
Looking for a Modern Wealth Technology Solution?
Get in touch. We’re ready to answer your questions.
Charles River Tailored Portfolio Solutions
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.
Viewpoints: Portfolio Customization in Wealth Management
Demand for customized portfolios among individual investors is growing and the industry has responded with sharp increases in acquisitions and product offerings in the marketplace.
Charles River discusses the industry drivers leading to this surge in adoption, past obstacles to portfolio customization, and how wealth and asset managers can best leverage technology to provide customized portfolios that help improve investor outcomes while streamlining operations and managing costs.
Powering Portfolio Customization at Scale
The pressure for customized portfolios in wealth management is accelerating. 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.
Charles River Wealth Insights
Our subject matter experts, Randy Bullard and Nick Diodati, discuss recent trends in the Wealth Management industry.
Facilitating Customization with SMAs
Portfolio customization in wealth management is one of the factors driving renewed interest in separately managed accounts (SMA). Watch our webinar on this topic.
Simplifying Manager-Sponsor Communications
The industry need to provide a manager-sponsor communication platform drove us to build the Charles River Wealth Hub. Hear how we’re streamlining the process as well as supporting distribution efforts.
Developing a Partner Ecosystem
Establishing 3rd party partnerships is essential to providing the most comprehensive wealthtech solution. Hear how Charles River’s open architecture platform is uniquely suited to partner integration.