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Wealth management
Brochures
| Title / Abstract | Download PDF | Number of pages |
|---|---|---|
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Wealth management solutions - Asset allocation CGI's Wealth360 asset allocation solution is an essential tool to help advisors acquire and retain clientele while increasing their book of business. |
1 / 421 KB | |
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Wealth management solutions - Investment funds - Fund accounting CGI’s Wealth360 investment funds solutions deliver world class fund accounting capabilities, providing daily, weekly or monthly valuation features, along with a comprehensive validation engine. |
1 / 302 KB | |
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Wealth management solutions - Investment funds solutions for fund manufactures and dealers CGI’s Wealth360 investment funds solution is a complete package of investment fund order management and recordkeeping software for fund companies and is also designed to manage all aspects of a broker/dealer’s investment fund business. |
1 / 220 KB | |
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Wealth management solutions - Management fees CGI’s Wealth360 Portfolio Management solution includes a flexible Management Fee module providing firms with the ability to design their fee programs to suit the specific needs of their advisors and clients. |
1 / 374 KB | |
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Wealth management solutions - Plan administration CGI's Wealth360™ plan administration solution provides financial institutions with the capability to design and create a unique suite of products that can be delivered quickly and economically to any point of sale within a client’s organization. |
1 / 246 KB | |
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Wealth management solutions - Portfolio Management CGI’s Wealth360 portfolio management solution provides sophisticated and comprehensive functionality to firms looking for an end-to-end solution to meet their front, middle and back office requirements. |
1 / 489 KB | |
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Wealth management solutions - Securities processing CGI's Wealth360 securities processing solution provides large scale brokerage firms with a comprehensive set of features that delivers an industry proven, real-time brokerage processing platform. |
1 / 194 KB | |
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Wealth management solutions - Unified Managed Accounts CGI’s Wealth360 portfolio management UMA (unified managed accounts) solution offers full, multi-currency, sleeve and account level processing and trading, and fully-integrated internal overlay management. |
1 / 301 KB |
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