Wealth Management

Digital Transformation Reaches Wealth Management: What’s the Impact to You?

Wealth management is a business model built on personal relationships and trust, so firms seemed impervious to the early disruptors. However, as clients increasingly embrace the digital world and embed it into their daily lives through social media, shopping, travel ...

The Future of Automated Advice Platforms: Lessons Learned

Robo-advisors have been growing in popularity as a wealth advisory service. In this paper, we look at what is driving the technology behind automated advice platforms, and what firms need to know as they consider their implementation.

White Paper

CGI Wealth360’s end-to-end wealth management capabilities include:

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

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

SaaS

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

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

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)

Improving business agility in unprecedented times

Helping to keep people, businesses and communities safe in a virtual world

CGI deploys Microsoft Teams to 4,000 remote client staff in just over two weeks

Collaborating with British Columbia health sector leaders to digitize and automate COVID-19 information

Insights to Action

CGI Client Global Insights

Transforming trade through hybrid blockchain solutions

CGI-sponsored GTNews survey reveals major challenge for corporate banks—declining client satisfaction (part 1)

Data monetization: driving the new competitive edge in retail

Solving data challenges to accelerate the energy transition

Women in tech: Better the balance, better the world

Tech for Good: CGI in Our Local Communities

Wealth Management

Transforming wealth management end to end

Digital Transformation Reaches Wealth Management: What’s the Impact to You?

The Future of Automated Advice Platforms: Lessons Learned

CGI Wealth360’s end-to-end wealth management capabilities include:

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

SaaS

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

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

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)

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