Latest News
Award Winner
Charles River wins “Most Effective System for Internal Order Management” at this year’s Bond Market Awards in the Technology category for its highly integrated, multi‑asset OMS.
Artificial Intelligence (AI): Client Education
Don’t start with AI, start with friction. Rushing to adopt AI can amplify broken processes. Learn why asking “where are we stuck?” matters more than “where can we use AI?”
Wealth Management: Customized Portfolios
As wealth trends drive growing demand for personalized portfolios, complexity rises. Matt Harris of Alpha FMC shares insights on implementing tailored portfolios.
Wealth Management: UMA Operations
Rising demand for personalized portfolios is driving UMA growth, but outdated technology and structural limitations are creating challenges for wealth managers.
Webinars, Podcasts & Industry Events
WEBINAR: Multi-Asset Trading on Charles River IMS
Multi-asset trading complexity continues to rise amid volatility and growing ETF strategies. Discover the latest technology enabling automation, scalability, and efficient execution across asset classes.
US/EMEA May 6: Register Now
APAC May 7: Register Now
Charles River Client Connect
Spend a complimentary day with Charles River executives, product experts, and fellow clients for exclusive insights, collaboration, and peer exchange. Discover how firms like yours are using evolving solutions to drive innovation, strengthen performance, and adapt to changing market demands.
LONDON May 12, 2026: Register Now
EVENT: MMI Alternative Investments Forum
We’re partnering with peers to explore what’s next in private markets, alternatives and client outcomes. Visit our table to connect with our team and exchange insights.
June 10 , 2026 I New York, NY
Register Now
Highlights for Investment Managers
Multi-asset investing across public and private assets
Modern investment strategies demand agility and insight. From multi-asset investing across public and private markets to modern investment data management, firms are seeking ways to enable cross-asset collaboration and gain scale and flexibility through partner ecosystems.
In this series, Steven Milanowycz, Head of Product Strategy at Charles River, shares why modern technology platforms are essential for managing multi-asset class investing at scale, and how they empower firms to adapt and thrive in today’s complex investment landscape.
The material presented is for informational purposes only. The views expressed in this material are the views of the author, and are subject to change based on market and other conditions and factors, moreover, they do not necessarily represent the official views of Charles River Development and/or State Street Corporation and its affiliates.
Private assets for retail investors, what we heard at InvestOps 2026
What InvestOps 2026 revealed about private assets for retail investors, bridging public and private markets, and managing liquidity, risk, and compliant access.
Mariner Pairs with Charles River’s Wealth Platform
Mariner, a privately held national financial services firm, pairs with State Street to scale operations and support growth to 5,000 Advisors via Charles River’s Wealth Platform
Three essentials for data-driven success in modern investment management
Three key lessons from our Data Opportunity report as firms work to break down legacy silos and enable real‑time portfolio insights.
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Latest Insights
Don’t Start with AI. Start with Friction.
The Hidden Bottleneck in UMA Operations
Private assets for retail investors, what we heard at InvestOps 2026
Private Markets: Establishing a New Paradigm in Wealth Management
Three essentials for data-driven success in modern investment management