Solution introduction

Charles River Anywhere - Web-based dashboard.

Charles River Anywhere is a browser-based portfolio management, compliance and trading solution that easily scales to support thousands of users. The fully configurable dashboard allows users to quickly personalize information for managing complex accounts and client relationships. Financial advisors, executives, compliance officers and other Charles River IMS users can securely manage and monitor portfolios, compliance, trades and post-trade information in real- time when away from the office.

Subscribe to our newsletters

The Wealth Mosaic publishes a range of newsletters each month to help both wealth managers and solution providers stay on top of the latest developments in the global wealth management sector. Click below to sign up to those that are of interest.