Charles River’s Wealth Management Solution helps wealth managers, private banks and financial advisors support discretionary and non-discretionary private wealth products, enhance mobility, and efficiently manage their book of business. 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.