2024 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.
Tailored Portfolio Solutions
Today’s investors want their investments to reflect their values and specific circumstances.
Tailored Portfolio Solutions gives you the next-gen technology to build better client relationships while meeting their investment goals and objectives.
The Engine Powering Customization
Optimization technology acts as the engine for Tailored Portfolio Solutions, which enables efficient portfolio personalization at scale. Portfolio optimization provides significant benefits, including:
- Flexibility to customize your process with 3rd party and in-house models and data
- Automation helps efficiently scale to manage thousands of portfolios
- Accuracy to model even the most sophisticated strategies
Highlights for Wealth Managers
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.