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Select Page
 * Solutions
   * Platforms
     * Charles River IMS
     * Wealth Management
     * State Street Alpha
     * State Street Alpha for Private Markets
     * State Street Alpha Data Platform
     * Partner Ecosystem
   * Industry Segments
     * Institutional Investment Managers
     * Wealth Managers & Advisors
     * Private & Alternative Markets
     * Asset Owners
     * Insurers
   * Asset Classes
     * Multi-Asset
     * Private Assets
     * Equities
     * Fixed Income
     * FX
     * Derivatives
 * Capabilities
   * Institutional
     * Portfolio Management
     * Risk Analytics
     * ESG Capabilities
     * Trading & OEMS
     * Cash & Position Management (IBOR)
     * Collateral Management
     * Post-Trade Processing & Settlement
     * Performance Measurement & Attribution
     * Compliance & Regulatory
     * Data Management & EDM
   * Wealth
     * Tailored Portfolio Solutions
     * Wealth Hub
     * Charles River Everywhere
     * Portfolio Management
   * Private Markets
     * Private & Alternative Markets
     * Public to Private Asset Management
 * Services
   * Technology Services
     * Cloud Services
     * Microsoft Azure
   * Business Services
     * State Street Alpha Data Services
     * Compliance Services
   * Professional Services
     * Implementation & Consulting
     * Educational Services & Training
     * Technical Support
 * Insights & Resources
   * Insights Blog
   * Events & Webinars
   * Videos & On-Demand
   * Resource Library
 * Company
   * About Us
   * Press Releases
   * Awards
   * Leadership
   * Partner Ecosystem
   * Global Presence
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 * Home
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 * Contact Us
 * Careers
 * 日本語
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CHARLES RIVER WEALTH MANAGEMENT SOLUTION


View our BrochureLearn More



Wealth management software provides portfolio management, trading, compliance
and manager/sponsor communication capabilities. Charles River’s Wealth
Management Solution aims to help wealth managers, private banks and financial
advisors support discretionary and non-discretionary private wealth products,
enhance mobility, and efficiently manage their book of business.


WEALTH MANAGEMENT SOFTWARE PLATFORM OVERVIEW



Comprehensive multi-asset/multi-currency functionality supports tailored
portfolio strategies such as separately managed accounts (SMAs) and unified
managed accounts (UMAs). Charles River Wealth Management Solution supports the
entire investment lifecycle, including model management, portfolio management,
trading, compliance, reporting, and position-keeping capabilities in a single,
integrated solution.


ENTERPRISE-WIDE SCALABILITY

Charles River helps improve scalability via the Central Workbench (CWB) and an
Investment Book of Record (IBOR). The CWB supports exception-based workflows to
identify accounts requiring attention and provides managed account overlay
functionality that meets the demanding portfolio management requirements of
high-volume sponsor firms. IBOR helps firms manage large volumes of accounts and
positions, and is critical for managers running UMA programs whose accounting
systems do not differentiate between sleeves.

An integrated Wealth Hub helps automate and streamline communication between
asset managers and sponsors for model updates, trades/allocations,
positions/cash, and intra-day account instructions. Charles River Anywhere
provides browser-based access to a full suite of portfolio management tools
integrated with an order and execution management system. It provides financial
advisors with tablet access to key account information for improved engagement
with high-touch client relationships.


COMPLIANCE & SURVEILLANCE

Charles River Wealth Management Solution provides extensive compliance and
surveillance capabilities to help wealth managers and advisors mitigate
reputational and regulatory risks. The solution automates compliance across the
trade lifecycle and provides firms with centralized compliance monitoring and
management.

Scalable compliance engines support high volumes of trades, compliance rules,
accounts, and groups of accounts. Nightly portfolio compliance monitoring
identifies portfolio drift against the Investment Policy Statement and flags any
excessive exposures requiring action. Managers can minimize portfolio drift
using automated rules-based rebalancing capabilities. A detailed audit trail
captures all rebalancing and order generation activity for each session.

Charles River’s surveillance capabilities help firms adhere to Investment Policy
Statement targets by supporting implementation and enforcement of client and
firm mandates. Real-time auditing can flag suspicious trades and help enforce
product selection suitability. A comprehensive view of portfolio holdings makes
risk exposures and illiquid positions easily visible to wealth managers and
compliance officers.

DISCOVER MORE:

Wealth Managers and Advisors

Wealth Hub (Manager/Sponsor Communication)

Tailored Portfolio Solutions (TPS)

Anywhere, Anytime Access

ESG Capabilities

Sleeve Management (IBOR)

Performance Measurement & Attribution

Compliance and Regulatory


WEALTH INSIGHTS

The Path to Direct Indexing in Canada: Opportunities and Considerations

ESG for Wealth Management - A Paradigm Shift

The Evolution of ESG from Funds to Custom Portfolios

Direct Indexing: 2020’s Surge is Just the Beginning

Brochures and Data Sheets

Charles River Wealth Management Solution Overview

Charles River Wealth Hub

Charles River Wealth Hub for Managers

Charles River Wealth Hub for Sponsors

Tailored Porfolio Solutions (TPS)

Charles River Everywhere

Charles River’s IBOR Solution

LOOKING FOR A WEALTH MANAGEMENT SOLUTION?
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