MVest solution overview

System Overview

One solution – One vendor – Many capabilities

MVest is an industry leader, managing over $650 billion in assets for many of the world’s leading investment managers, wealth management organizations and mutual fund companies.

MVest combines both front and back office functionality seamlessly within a single application. Portfolio managers, investment advisors, fund accountants, back office administrators and compliance officers will find the functionality they need within one platform. Using a single application also allows your institution to implement global standards, procedures and processes without incurring the cost necessary to ensure numerous applications from multiple vendors remain in sync.

For investment advisors: A simple solution for sophisticated advisors

MVest equips advisors with functionality expressly adapted to meet their portfolio management needs. Create model portfolios, rebalance client accounts at the click of a button, track trades, view GIPS-compliant performance reports and track management fees, all in a single integrated solution.

For more information on how MVest helps investment advisors, click on this role within the solution overview menu at left.

For portfolio managers: Superior portfolio management tools

Managed accounts have rapidly become a growth area for wealth management firms, and MVest has been there each step of the way. MVest provides real-time, multi-currency modeling and trading functionality to support professional portfolio managers. Take advantage of extensive and flexible reporting, comprehensive processing capabilities, and powerful trading tools.

For more information on how MVest helps portfolio managers, click on this role within the solution overview menu at left.

For portfolio administrators: Seamless integration of back office functionality

By combining full back office functionality with our portfolio management platform, MVest greatly reduces the need for reconciliation and unnecessary duplication of data entry. With MVest, data is entered once and shared by the various roles in your organization.

For more information on how MVest helps portfolio administrators, click on this role within the solution overview menu at left

For fund accountants: The next generation of fund accounting

MVest is the next generation of MPower, one of the most trusted names in fund accounting for 25 years. MVest builds upon CGI’s wealth of experience in the portfolio and fund accounting arena to provide a fully integrated solution for all your fund accounting and valuation needs.

For more information on how MVest helps fund accountants, click on this role within the solution overview at left.

Unparalleled support: Focus on what you do best – CGI will handle the rest

In choosing MVest, you can take advantage of CGI’s world-class ASP facilities. In an ASP environment, CGI is responsible for the performance of both the hardware and the software, allowing you to focus on your core business. Trusted by governments and major financial institutions throughout North America and Europe, CGI’s state-of-the-art data centres operate on the cutting edge of security and performance, ensuring your vital customer data is secure and your system runs smoothly and efficiently.