Charles River Development, a State Street company, has established a strategic partnership with Advisor360°, a wealth management software company. The ability for mutual clients to leverage the capabilities of both firms aims to create an innovative and differentiated wealth management solution for the industry.
John Plansky, head of State Street Alpha, said: “This partnership signals a new chapter in the evolution of our wealth management platform. Expanding our capabilities for financial advisors has been a significant part of our strategy and finding the right partner was critical. Advisor360°’s robust and flexible platform will enable Charles River to achieve its long-term goals in this industry.”