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Charles River Wealth Management Solution
from Charles River Development, a State Street Company
Front and middle office platform with portfolio management, order management, trading, compliance, and risk capabilities. Offers model management, rebalancing, tax harvesting, and integration with custodians and market data providers.
Category:
Portfolio Management Systems
Comprehensive platforms that enable portfolio construction, optimization, rebalancing, and monitoring of investment portfolios across various asset classes. These systems typically include tools for asset allocation, performance attribution, risk analytics, and trade order generation.
Charles River Wealth Management Solution
Category:
Order Management Systems (OMS)
Software that facilitates the execution of investment decisions through trade order generation, routing, and execution. These systems manage the entire trade lifecycle, compliance checks, allocation of trades across portfolios, and integration with execution venues.
Charles River Wealth Management Solution
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