Charles River, a front- and middle-office investment management solutions provider, have unveiled Charles River Mobile, a tablet and smartphone app that provides secure remote access to the Charles River Investment Management Solution (Charles River IMS). It allows financial advisors, portfolio managers, compliance officers and other investment professionals to monitor critical information when away from the office and offer more personalized service to their clients.
Leveraging the growing use of tablets and smartphones, Charles River Mobile is designed especially for iPad/iPhone and Android-powered devices and is an extension of the Charles River Anywhere web-based browser tool. Users can remotely access orders/trades, accounts, compliance status, watch lists and market data in real-time. Portfolio managers can manage asset allocations, create orders, monitor cash, and view top holdings based on the latest trade information. Financial advisors can conduct more interactive face-to-face client meetings using their tablets as a graphical reporting and presentation tool.
“Charles River Mobile is part of an ongoing initiative to deliver remote capabilities that increase our clients’ mobility and productivity,” said Tom Driscoll, Global Managing Director, Charles River. “We’ve applied the best of mobile app technology to streamline financial advisor and investment management workflows. With an intuitive dashboard and on-demand reports and graphs, users can access real-time account information from the road.”