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.