Focused offerings

CGI offers a comprehensive suite of wealth management solutions for banks, brokerages, investment advisors and insurers. Our solutions deliver an integrated wealth services strategy to promote insight-driven client service, improve efficiency, reduce complexity and cost, and ensure compliance.

Core offerings

• Portfolio management services
• Term product manufacturing and plan administration
• Investment fund services
• Brokerage services
• Treasury services, foreign exchange
• Treasury services, mortgage securitization

Related offerings

• Credit solutions
• Information security
• Trade services

Related industry segments

• Banking and financial markets
• Credit unions
• Insurance