Wealth management

Brochures

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Title / Abstract Pages / file size
Wealth management solutions - Asset allocationCGI'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
Wealth management solutions - Investment funds - Fund accountingCGI’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
Wealth management solutions - Investment funds solutions for fund manufactures and dealersCGI’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
Wealth management solutions - Management feesCGI’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
Wealth management solutions - Plan administrationCGI'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
Wealth management solutions - Portfolio managementCGI’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
Wealth management solutions - Securities processingCGI'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
Wealth management solutions - Unified Managed AccountsCGI’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 / 146 KB