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
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
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.
