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Portfolio management services
MSuite - wealth planning, investment management, portfolio administration
A complementary, functionally rich, buy-side investment application suite with a modular approach
MSuite offers comprehensive services for wealth professionals, including advisors, investment managers, portfolio administrators and market data specialists to enrich the service experience of their clients and their financial website consumers.
What is MSuite?
MSuite is a family of modular applications that offer the potential for a fully integrated solution for a number of investment portfolio verticals including: mutual funds, SMA/UMA programs, segregated funds, pooled funds, offshore accounts, life and health funds, pension funds, private investments and high net worth individuals.
- MPlan provides a comprehensive suite of financial calculators that can be deployed across multiple channels, offering financial planning support to your staff and providing a rich experience for your financial website consumers.
- BestMix application offers the advisor superior asset allocation and portfolio optimization providing analysis, recommendation and presentation support, ensuring suitable and consistent investment advice and effective advisor/client dialogue and translating that investment advice to assets under management.
- MVest provides the investment manager with advanced modeling, trading, order management, compliance and management fee support.
- MPower is CGI's flagship portfolio administration module, seamlessly integrating with MVest. Portfolio administrators will appreciate the vast array of available reports, the fully integrated general ledger, and the robust valuation, performance calculation and reporting capabilities of MPower's back office.
- StarSource is MSuite's market data offering, providing comprehensive and reliable securities information for timely and accurate market valuation.
- MView delivers the user reporting and analytics component of MSuite’s consolidated portfolio service offering, allowing you to tap into a wealth of MSuite information along with other in-house data sources and create queries and reports on an ad hoc basis.
- MFolio delivers specialized client statement reporting in a sophisticated production ready format. MFolio extends your brand into the hands of your investors or their households providing distinctive service with flair.
How does MSuite Work?
MSuite's integrated applications are complementary and selectable based on the requirements of your investment programs. Each application uses a modular approach ensuring that you pay for only the solutions you need. CGI's MSuite is an industry leader in providing mission critical systems to the Canadian financial services industry. For more information on this family of products, please see the pdf file below.
Also See
For more information on our banking and investment services, please contact us.
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