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Solutions for investment professionals - MVest
Leverage more than a decade of excellence with MVest, a new face to portfolio management
MVest is an integrated modeling and order management system and software package designed for investment industry
professionals. Both major investment companies and smaller boutique operations with high net worth clients can benefit
from using this comprehensive technology for managing client accounts. The extensive expertise of our members enables
efficient implementation and support to our industry leading clients within the Canadian marketplace.
What is MVest?
Comprehensive what-if analysis, modeling, integrated spreadsheet-trading with “play” capability, pre and post trade
compliance, order management and contact management.
MVest functionality includes modeling with automated price adjustments, robust order management and the creation of trading lists both
online or using enhanced Excel download capabilities. Compliance can occur both pre and post trade, as the user requires. Both hard
and soft constraints are part of CGI’s MVest offering. Dynamic modeling facilitates automation of individualized asset allocation using
weighted lists of models while maintaining global tuning control. Management fee processing allows account consolidation for fee
calculation purposes and flexible invoicing. Reports produced are PDF formatted, using Adobe Acrobat reader, and are available to
screen or printer.
As your business grows, MVest provides proven volume processing capabilities and superiority in understanding the nature of your
business within the global financial community.
How does MVest work?
A Java based, GUI framework allows point and click functionality within the screens, and enables multiple instances of the applications
within a single database connection. The menu tree allows users easy access to the functionality they require. All menus are
integrated with the underlying database and updates occur real time. Comprehensive and interfaced, MVest advances straight
through processing capabilities.
Also see
For more information on our banking and investment services please contact us.
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