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Products-Charles River Development

Empowering Portfolio Management with Charles River Everywhere

Introduction to Charles River Everywhere

Charles River Everywhere revolutionizes the way financial professionals manage portfolios by offering a web-based, multi-platform solution that ensures access to critical tools anytime, anywhere. This comprehensive portfolio management, compliance, and trading system is designed to cater to the needs of thousands of users, providing a scalable and configurable framework that allows for personalized information management for complex accounts and client relationships.

Accessibility and Flexibility

One of the key advantages of Charles River Everywhere is its accessibility. Users, including financial advisors, executives, compliance officers, and Charles River IMS users, can securely monitor and manage portfolios, compliance, trades, and post-trade information in real-time, even when they are not in the office. By offering the same robust investment management features on iPad- and Android-powered tablets, Charles River Everywhere ensures that users can stay connected and productive, regardless of their location.

Key Capabilities and Features

Charles River Everywhere offers a range of essential capabilities to enhance portfolio management efficiency. Users can customize views based on portfolios, households, and legal entities, as well as capture multi-manager, multi-sleeve, or multi-product model targets. The system enables easy portfolio rebalancing to maintain compliance with model targets, tax optimization across households, and a preview of portfolio impact before order execution. Additionally, users can review, modify, submit, and track trades, manage cash, and monitor pre- and post-execution compliance issues in real-time.

Enhancing Decision-making and Compliance

With Charles River Everywhere, users benefit from purpose-built dashboards that provide insights into an advisor's Book of Business, action-oriented portfolio alerts, and monitors, as well as the ability to construct characteristic-based allocation models and custom benchmark portfolios. The system empowers users with personalized capabilities, enabling them to make informed decisions, ensure compliance, and optimize portfolio performance efficiently.

Conclusion

In conclusion, Charles River Everywhere sets a new standard in portfolio management solutions by offering a user-friendly, web-based platform that supports remote access and real-time monitoring of portfolios, compliance, and trading activities. With its flexible framework, advanced capabilities, and focus on accessibility, Charles River Everywhere empowers financial professionals to efficiently manage portfolios, make informed decisions, and ensure compliance with ease.

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Empowering Traders with Charles River IMS: Streamlined Order and Execution Management

Consolidated Order and Execution Management System

Charles River IMS revolutionizes trading operations by seamlessly integrating an Order Management System (OMS) with multi-asset execution capabilities to form a consolidated Order and Execution Management System (OEMS). This innovative platform empowers traders to efficiently manage high touch orders, mitigate trade risks, and ensure best execution practices. By providing comprehensive support throughout the trade lifecycle, including integrated compliance and workflow automation, clients can effectively handle even the most complex institutional portfolios within a single unified system.

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Empowering Private Market Investors with Seamless Deal Management Solutions

Deal Activity Transparency

One of the critical challenges faced by private market investors is the need to deploy capital quickly and efficiently. However, dealing with data spread across various systems like CRMs, spreadsheets, emails, PDFs, and external data sources can hinder decision-making processes. Charles River Development offers a comprehensive solution for Deal Management in Private Markets. This cloud-based platform consolidates data from multiple sources, including spreadsheets, CRMs, fund administrators, and point solutions. By providing a centralized repository for all investment data, the platform enables deal managers to make well-informed decisions promptly. Additionally, the solution facilitates accretion and dilution analysis across the investment portfolio, ensuring seamless data transport from pre- to post-investment stages with complete workflow transparency.

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Innovative Solutions for Investment Management with Charles River Development

Automating Front and Middle Office Operations for Ethical Investment

Charles River Development recently announced that Australian Ethical Investment has chosen the Charles River Investment Management Solution (Charles River IMS) to automate its front and middle office processes. Australian Ethical, known for its leadership in ethical investment, will utilize Charles River IMS for portfolio and risk management, trading, compliance, performance measurement and attribution (PMAR), investment book of record (IBOR), and transaction management. By leveraging Charles River IMS, Australian Ethical will streamline its operations, enhance efficiency, and ensure compliance with ethical investment principles.

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Maximizing Investment Performance with Charles River IMS

End-to-End Investment Lifecycle Support

The Charles River Investment Management Solution (Charles River IMS) offered by Charles River Development is a comprehensive platform that automates front and middle office processes for buy-side firms. This solution is pivotal in providing accurate and timely investment decision support for institutional and wealth managers, alternative investment firms, insurers, and asset owners. By utilizing Charles River IMS, clients can streamline operations, reduce risk, and improve reliability in their investment processes. One of the key strengths of Charles River IMS is its ability to support the entire investment lifecycle on a single platform, covering portfolio and risk management, trading, and post-trade settlement, with integrated compliance management throughout. Additionally, the platform includes an Investment Book of Record (IBOR) that furnishes real-time cash and position data, along with Charles River's Enterprise Data Management solution (EDM) to enhance data accuracy, consistency, and completeness.

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Empowering Financial Management with Charles River Development Technical Support Resources

Enhanced Technical Support for Seamless Operations

Charles River Development (CRD) offers a robust suite of technical support resources aimed at empowering financial management institutions with the tools they need to ensure seamless operations. Whether you are a seasoned professional or new to the industry, CRD's technical support caters to your unique requirements. The support team is dedicated to providing timely assistance, resolving issues efficiently, and maximizing the functionality of CRD's solutions for your organization's benefit.

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