Wealth management

Solutions

Investment Fund Services

Our combination of experience, throughput, scale, end-to-end service delivery and management functionality has made CGI a leader in the Canadian fund industry.

CGI’s Investment Funds Service (IFS) is a complete package of investment fund recordkeeping, order management and distribution processing software, coupled with industry leading customer support and business recovery services.

PrimeSuite: Technology for the Investment Fund Industry

Designed to suit the needs of both investment fund manufacturers and dealers, and available as either a customized or turnkey solution, CGI’s PrimeSuite software solution is comprised of nine components that cover the functional spectrum from dealer order entry through to investment fund manufacturer shareholder recordkeeping. 

PrimeSuite modules are available as two distinct subsets – one for each side of the investment fund industry:

Investment Funds RecordKeeping Solutions: PrimeSuite For Investment Funds – A complete package of investment fund order management and recordkeeping software, customer support and business recovery services used by Canada's leading investment fund institutions

Investment Funds Distributor Solutions: PrimeSuite For Dealers – The industry leading solution for high speed, efficient, cost-effective investment fund distribution processing