Wealth management

Brochures

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Title / Abstract Pages / file size
BestMix for Investment AdvisorsA sophisticated front office tool for asset allocation and portfolio optimization 2  /  408 KB
CORE: Investment Plan AdministrationA customer-centric Investment Plan record keeping solution for today's wealth management environment 2  /  561 KB
E-settlement for Carrying Broker/DealersE-settlement's front, middle and back office functionality is uniquely positioned to support the front office correspondent clients with sophisticated clearance, settlement and risk management tools that are incorporated in the back office 1  /  61 KB
E-settlement for Discount Broker/DealersE-settlement's clearing and settlement functionality improves risk management and operational efficiency 1  /  63 KB
E-settlement for Institutional Broker/DealersE-settlement's real time inventory management and clearance and settlement modules provide an institutional investment dealer with state of the art tools to manage risk (counterparty, market, settlement and foreign exchange) 1  /  64 KB
E-settlement for Retail Broker/DealersE-settlement's front, middle and back office functionality allows the retail investment dealer to improve operating efficiency and manage client / counterparty risk in a real time manner and enhance customer service 1  /  62 KB
Easybond – Bond ProcessingComprehensive modular Bond Processing solution used by Canadian Financial Institutions to process Canada Savings Bonds and Canada Premium Bonds 2  /  146 KB
EBS: Retail Banking SolutionAn ASP solution for Trusts, Schedule II Banks, and Specialized Lenders 2  /  87 KB
Foreign Exchange Product SuiteA complete front to back office Foreign Exchange system built and supported by industry specialists 2  /  731 KB
Managed services: maximizing the power of peopleManaging the people side of outsourcing is critical to success. CGI's outsourcing experience confirms that successful business results and IT transformation are optimized when a client's transferred employees are fully engaged—understanding, supporting and actively participating in the transformation process. Built within CGI's successful outsourcing strategy is a strong HR component that is helping clients across the globe transition their people quickly and efficiently. 4  /  2 MB
MFolio for Client Statement ReportingThe client statement presentation component of MSuite's portfolio service offering 2  /  418 KB
MPlan for Financial AdvisorsProviding Financial Planning solutions to many of Canada's largest and most successful Financial Institutions 2  /  630 KB
MSuite Document CentreThis secure central repository facilitates the storage and distribution of documents 2  /  267 KB
MSuite Portfolio SolutionsMSuite - Delivers a complete modular STP wealth solution 2  /  591 KB
MVest for AdvisorsProvides full-service, advisor managed programs, allows advisors to create models, generate trades and apply compliance rules to their portfolios 2  /  213 KB
MVest for Fund AccountingFeatures integrated general ledger, the “NAV Proof” validation module, customized chart of accounts, and built-in distribution module 2  /  389 KB
MVest for Investment ManagersLeverage more than a decade of excellence with MVest, a new face to portfolio management (overview) 2  /  646 KB
MVest for Portfolio AdministrationFeatures integrated modeling, rebalancing, compliance and order management systems designed for investment industry professionals 2  /  575 KB
MView for Reporting & AnalyticsReporting and Analysis for Wealth Managers 2  /  242 KB
PrimeSuite for DealersThe industry leading solution for high speed, efficient, cost-effective investment fund distribution processing 2  /  74 KB
PrimeSuite for Investment FundsA complete package of investment fund order management and recordkeeping software, customer support, and business recovery services utilized by Canada's leading investment fund institutions 2  /  75 KB
StarSource for Market DataDelivers the world comprehensive and reliable securities information 2  /  71 KB
Strata EnterpriseA decision management solution that enables organizations to make profitable and efficient decisions throughout the customer life cycle and across the enterprise 2  /  184 KB
SwixMortgage SecuritizationSpecially designed for the Canadian Mortgage Securitization Industry 2  /  855 KB