Charles River Mobile offers financial advisors, portfolio managers, compliance officers and other investment professionals secure, remote access to critical Charles River Investment Management Solution (IMS) information via iPad- and Android- powered devices. An intuitive dashboard makes it easy to manage accounts, orders, trades, and alerts when away from the office. Leveraging the best of mobile app technology, portfolio managers can monitor asset allocations, track portfolio exposures, and see latest trade information. Users can view alerts and take appropriate action, including responding to new compliance issues. Charles River Mobile also allows financial advisors to make in-person client meetings more interactive by using tablets as graphical reporting and presentation tools. Charles River Mobile Real-time, ‘Big-Picture View’ of Key Investment Management Activities Stay up-to-date on key investment activities and take appropriate action when away from the office. On-demand reports and graphs make in-person client meetings more interactive and engaging • Account deviations/drifts • Cash activity • Compliance alerts • Overall asset allocation • Holdings by category • Top 10 positions • Real-time market values • Open Orders and Trades About Charles River Charles River provides an enterprise solution to automate the investment management process across asset classes and streamline front and middle office operations for buy- side firms. A single solution integrates software, hosting, application management, data, and FIX connectivity to support portfolio management, performance and risk, compliance monitoring, order and execution management and post trade processing. The company has more than 350 clients in 44 countries in the institutional asset and fund management, alternative investments, wealth management, insurance, banking, and pension markets. www.crd.com Charles River Development reserves the right to change plans, priorities and future enhancements at any time without notice. (Updated January 2016) Key Capabilities

Charles River Mobile River Mobile offers financial advisors, portfolio managers, compliance officers and other investment professionals secure, remote access to critical Charles River

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Page 1: Charles River Mobile River Mobile offers financial advisors, portfolio managers, compliance officers and other investment professionals secure, remote access to critical Charles River

Charles River Mobile offers financial advisors, portfolio managers, compliance officers and other investment professionals secure, remote access to critical Charles River Investment Management Solution (IMS) information via iPad- and Android-powered devices. An intuitive dashboard makes it easy to manage accounts, orders, trades, and alerts when away from the office.

Leveraging the best of mobile app technology, portfolio managers can monitor asset allocations, track portfolio exposures, and see latest trade information. Users can view alerts and take appropriate action, including responding to new compliance issues. Charles River Mobile also allows financial advisors to make in-person client meetings more interactive by using tablets as graphical reporting and presentation tools.

Charles River MobileReal-time, ‘Big-Picture View’ of Key Investment Management Activities

Stay up-to-date on key investment activities and take appropriate action when away from the office.

On-demand reports and graphs make in-person client meetings more interactive and engaging

• Account deviations/drifts

• Cash activity

• Compliance alerts

• Overall asset allocation

• Holdings by category

• Top 10 positions

• Real-time market values

• Open Orders and Trades

About Charles River Charles River provides an enterprise solution to automate the investment management process across asset classes and streamline front and middle office operations for buy-side firms. A single solution integrates software, hosting, application management, data, and FIX connectivity to support portfolio management, performance and risk, compliance monitoring, order and execution management and post trade processing. The company has more than 350 clients in 44 countries in the institutional asset and fund management, alternative investments, wealth management, insurance, banking, and pension markets. www.crd.com

Charles River Development reserves the right to change plans, priorities and future enhancements at any time without notice. (Updated January 2016)

Key Capabilities