Charles River Everywhere

Duration: 4 (½-day) Sessions
Certification: Yes
Prerequisites: None

Charles River Everywhere (CRE) is a browser-based portfolio management, compliance, and trading solution. Its easily configurable framework allows users to quickly personalize information for managing accounts. Using this tool financial advisors, compliance officers, and others across the firm can manage and monitor portfolios, compliance, trades and post-trade information in real-time.