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 ...
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.

  • 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
SaaS

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

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)