The Charles River Wealth Hub enables wealth managers to automate and streamline communication with sponsors. Rather than relying on email and learning multiple user interfaces to upload information separately into each sponsor’s platform, managers access a single dashboard for all communications, where they can securely distribute account and model updates to all applicable sponsors in a single click.

Available as part of Charles River’s hosted enterprise solution with support for non-Charles River sponsors & managers, the Charles River Wealth Hub helps asset managers with broader distribution of their products.