Strategic Partners

Axioma: Portfolio Customization in Wealth Management

Demand for customized portfolios among individual investors is growing and the industry has responded with sharp increases in acquisitions and product offerings in the marketplace.

Charles River convened a panel to 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.
 


Learn more about Charles River’s TPS Capabilities at crd.com/tps

An open architecture solution enables the integration of internal and external datasets, allowing firms to leverage the data that would help them achieve their goals.

Randy Bullard

Global Director, Wealth Management, Charles River

Featuring
Randy Bullard

Randy Bullard
Global Director, Wealth Management, Charles River

Nick Diodati

Nick Diodati
Wealth Management Product Strategy, Charles River
 

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