Primary tabs

  • Portfolio Management: End-to-end suite of core tools for wealth business management and any investor type
  • Fund Accounting: True multi-currency and comprehensive solution supporting fund valuation and fund administration
  • CGI Funds360: Fully integrated, flexible, modular and scalable suite of investment funds processing, order management and record-keeping services
  • Plan Administration: Modular, service based, comprehensive registered plan administration & record-keeping platform
  • Securities Processing: Real-time, true multi-currency brokerage processing platform

We deliver these capabilities as a true end-to-end partner through the following services:

Systems integration

Systems integration

  • Proven large-scale, on-time, on-budget project delivery experience from a global systems integration leader, with a large pool of local and global delivery experts
  • Wide spectrum of flexibility provided by five unique integration points—UI widgets, analytic services, business services, data services and file processing services
  • Easy interoperability via robust data services, web/REST service integration and ETL-managed file transfers


  • Dedicated multi-tier support desk built on a client-centric service delivery chain
  • Reduced risk through comprehensive application of audit policies, standards (CSAE 3416, ISAE 3402, SSAE 16) and thorough security protocols
  • Improved agility and quality built on a best-in-class technology stack that modularizes the platform into components
Application services

Application services

  • Scalable, on-demand infrastructure-as-a-service based on a modern technology stack leveraging an elastic cloud-based and Linux-based solution
  • Enhanced quality assurance through the following: testing strategy, planning and management; performance, security and penetration testing; test automation; and mobile testing
  • DevOps efficiency enabled by real-time application monitoring
Business consulting

Business consulting

  • Expert wealth business process assessment, requirements analysis, and business case development services
  • Maximum business agility by leveraging business domain (BIAN model) componentization architecture
  • Adherence to regulatory compliance through development of rules-based, user-defined, pre- and post-trade investment/trading constraints (hard and soft)