WEALTH PLATFORM
Technology built to move wealth forward
One unified solution. Zero drag. Freeing advisors to scale efficiently.
Fragmented systems are costing you growth
Advisors need one consolidated, automated solution that speeds processing, boosts productivity, absorbs acquisitions, and scales.
One platform, one foundation
Replace disparate solutions across personas and business lines with our proprietary wealth platform Charles River Wealth for portfolio management, trading and rebalancing at scale.
Consolidate advisory workflows on one operating layer.
Deliver personalized portfolios through an integrated digital experience.
Access to leading wealth providers through our strategic Partner Ecosystem.
Expand service models and operate efficiently, decreasing the need for new headcount.
Explore capital markets, securities finance, asset servicing, enterprise distribution, and more capabilities across State Street.
Products services described herein may not be available in all jurisdictions or through all State Street entities. The development, release and timing of any product, features or functionality described remain at the sole discretion of State Street and are subject to the firm’s internal governance and due diligence approval process.
Future-proof managed accounts
Streamline model delivery, rebalancing, and trade generation according to your business strategy. Configure programs and integrate third-party models and managers in a unified environment.*
Scalable personalization and access to private markets.
Deliver hyper-personalized portfolios at scale with direct indexing, tax-aware strategies, and values-based investing. Advanced optimization removes the overhead of managing thousands of portfolios, so advisors deliver precision without the trade-offs.*
Position for future growth with State Street
Leverage the breadth of State Street’s enterprise offerings as your firm evolves, including:
- Investment solutions such as models and ETFs to differentiate client outcomes*
- Alternatives and digital assets as capabilities become available*
One consolidated solution for your operating models*
For advisors
Manage portfolios and trading with real-time visibility across households and books. Built-in proposal tools auto-ingest holdings and apply firm defaults, accelerating prospect-to-portfolio with multi-manager, multi-sleeve precision.*
For home-office investment teams
Centralize and standardize investment processes firmwide. Equip home-office investment and trading teams to construct, monitor, and deliver models at scale, freeing advisors to grow their books and deepen client relationships.*
For risk, compliance, and operations
Full visibility across advisors and accounts in one place. Real-time dashboards, exception management and configurable entitlements let you scale the business, decreasing the need for new headcount.*
Enterprise scale, designed for wealth
40+
global wealth clients i
15+
years serving the wealth management industry
$2.7T
assets managed on the platform i
See the platform built for what’s next
Let's show you what one connected platform can do for your operations and your clients.