Charles River® Webinars: Wealth Management


Charles River Wealth Management Solution aims to help wealth managers, private banks and financial advisors support discretionary and non-discretionary private wealth products, enhance mobility, and efficiently manage their book of business. Charles River Explore & Learn Webinars are designed to help discover new ways to leverage Charles River IMS, and our growing partner ecosystem.

Since all our webinars are available on demand, this is the perfect time for you to catch up on some of the great content we have covered so far this year! Hear from our product managers and industry experts as they discuss the latest product and platform capabilities. Make sure you're up to date with our latest offerings by viewing our recent wealth webinars.


On-Demand Viewing




State Street AlphaSM Managed Account Services


Portfolio Customization at Scale with Charles River and Qontigo

State Street Alpha Managed Account Services leverages the power of the Charles River cloud-based, next-gen technology with State Street's deep experience in middle and back office services to support and streamline the management, operation, and distribution of discretionary SMA strategies and model-based SMA/UMA strategies.


Our panelists from Charles River and Qontigo, will discuss the industry drivers leading to this surge in adoption, past obstacles to portfolio customization, and how wealth and asset managers can best leverage technology to provide customized portfolios that help improve investor outcomes while streamlining operations and managing costs.



Thought Leadership: ESG for Wealth Management


The Evolution of ESG from Funds to Custom Portfolios



ESG for Wealth Management: A Paradigm Shift




Charles River reserves the right to decline registrations. The material and images presented is for informational purposes only; no live data being used. All Charles River Development stats are current as of 2020. Webinars posted are information classification: general. The development, release and timing of any product, features or functionality described remain at the sole discretion of Charles River and are subject to the firm’s internal governance and due diligence approval process. The views expressed in this material by Charles River's partners and 3rd party providers 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. 4862545.1.1.GBL