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.
Global Director, Wealth Management, Charles River
Randy Bullard
Global Director, Wealth Management, Charles River
Nick Diodati
Wealth Management Product Strategy, Charles River