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WEALTH MANAGEMENT

Solutions

   
Title / abstract
ACAPS® Enterprise loan originations solution

This leading solution achieves fast decisions from a multitude of channels and supports the diverse demands of credit providers.
ACLS® Enterprise consumer lending system

CGI's Advanced Consumer Lending System (ACLS) supports real-time processing for virtually any type of retail consumer credit product.
Asset allocation solutions - BestMix

A sophisticated front office tool for asset allocation and portfolio optimization designed by Investment Counselors to meet the needs of the professional Advisor.
Brokerage services - e-settlement

A real-time front, mid and back-office system solution for investment dealers
Data warehouse solutions - MView

Integrates data from other source systems and external feeds to provide wealth managers with effective reporting and analysis
Enterprise Originations® for credit originations

A comprehensive, integrated solution for credit originations that sets the standard for customer-focused credit granting in financial services.
Financial planning and sales technology solutions - MPlan

Providing Financial Planning solutions to many of Canada's largest and most successful Financial Institutions
Foreign exchange solutions - Object Charlie, Open Interface and Chapel/WebFX

A complete front to back office Foreign Exchange system built and supported by industry specialists
Fund valuation pricing services - StarSource

Delivers comprehensive, worldwide securities information to fulfill the daily valuation requirements of the financial services industry
Investment funds distributor solutions - PrimeSuite For Dealers

The industry leading solution for high speed, efficient, cost-effective investment fund distribution processing.
Investment funds recordkeeping solutions - PrimeSuite For Investment Funds

A complete package of investment fund order management and recordkeeping software, customer support, and business recovery services utilized by Canada's leading investment fund institutions.
Mortgage portfolio management solution - SwixMortgage™

Specially designed for the Canadian Mortgage Securitization Industry.
NetCredit™ lending services network

This electronic lending services network solution connects clients with the people, partners and processes that make lending work.
Portfolio management services - MSuite

An integrated portfolio management and accounting software package designed for investment industry professionals.
Portfolio management solutions - MPower

An integrated portfolio management and accounting software package designed for investment industry professionals.
Proponix360™ global trade SaaS platform

Delivers all the software, infrastructure and support resources necessary to power a bank's global trade business.
Solutions for investment professionals - MVest

Leverage more than a decade of excellence with MVest, a new face to portfolio management.
Strata® Enterprise for decision management

This decision management solution is used by organizations worldwide to evaluate and measure customer treatment strategies.
Term product manufacturing and plan administration – CORE

A customer-centric investment plan record keeping solution for today's wealth management environment
TradeFlow for global trade operations

TradeFlow is an innovative document imaging and workflow application specifically developed for processing trade finance transactions.
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