Wealth management

Solutions

Titles
Investment advisor
The CGI Wealth360™ investment advisor solution due for release in 2015, provides advisors with an easy-to-use system to manage their book of business. This solution is designed with the advisor’s experience as the top priority and utilizes robust inquiry, account grouping, reporting and query functionality to our modeling, rebalancing and performance reporting capabilities.
Investment funds
CGI's Wealth360™ investment fund solution offers a fully integrated suite of investment funds processing, order management, fund accounting and record-keeping software used by leading investment fund institutions. This solution covers the full spectrum of wealth management and transfer agency functionality required by fund manufacturers, distributors and investors.
Plan administration
CGI Wealth360™ plan administration provides a robust and proven plan administration platform that currently serves the Canadian financial services industry. The solution manages the legislative features for all federal and provincial rules associated with Registered and Non-Registered plans, including multi-currency capability.
Portfolio management
CGI Wealth360™ delivers a sophisticated and flexible portfolio management solution that supports all facets of portfolio and investment management. This solution leverages industry-proven functionality such as modeling, trade order management, performance, accounting and reporting, all delivered from a single integrated interface.
Securities processing
CGI Wealth360™ securities processing solution delivers an industry proven, real-time brokerage processing platform. This solution’s diverse range of front, middle and back office functionality satisfies all of the business and brokerage requirements for retail, discount and institutional broker dealers.
Wealth management consulting services
CGI’s wealth management consulting services help organizations define strategies in order to, design, develop and implement the systems and processes that best realize an organization’s transformation objectives. As an end-to-end provider, CGI has deep expertise in all facets of our clients’ wealth management business and technology platform, enabling us to not only advise but to implement and manage solutions.