CGI Wealth360’s end-to-end portfolio management platform empowers you to grow your business

Complete toolset

All the core tools for a wealth business, such as proposal, rebalancing and performance in one, integrated system.

Any investor type

Functionality for a full range of client profiles, from “robo” automation for the self-directed to multi-currency and alternatives for the ultra high-net-worth.

Industrial strength

Adapted from tools used by experienced institutional investment managers to improve usability for retail wealth firms.

Unmatched resources

Integration and custom development resources backed by the strength of a leading global end-to-end IT services firm.

Adapts to your unique needs

BANK & TRUST

Coordinate technology across multiple channels

  • Translate experience across different client segments, such as mass affluent, high-net-worth

  • Support “robo” digital automation for self-directed clients

  • Integrate disparate back-office environments under a single solution

INSURANCE

Balance both investment and insurance solutions

  • Configure workflows to easily guide insurance-oriented agents

  • Automate processes to increase scalability

  • Integrate with custom or proprietary insurance systems to create a unified platform

INDEPENDENT & FULL-SERVICE BROKER-DEALERS

Retain and attract advisors, and comply with increased regulatory pressures

  • Provide a range of basic to complex capabilities, scaled to the needs of a diverse client base

  • Automate and enforce firm processes to ease DoL fiduciary standards compliance

  • Provide a modern, easy-to-use front end with mobile capabilities

RIA

Create an integrated toolset without tying together disparate solutions

  • Provide all core tools in one place, encompassing investment profiling and proposal, rebalancing, performance reporting, and fee billing

  • Offer flexible configuration to easily adapt the system to each RIA’s unique practices

  • Leverage over 1,300 professionals for hands-on conversion and servicing support

CGI Wealth360 Portfolio Management offers a full suite of tools on a single platform, which can be used together or matched with third-party solutions for a custom environment. These tools support all investment program types, including fund wrap, SMA, UMA, rep directed and unified managed households.

MODEL MANAGEMENT, REBALANCING & TRADING

Intuitive and automated scaling to manage thousands of portfolios

  • Automatic drift alerting and tax aware trading recommendations

  • Customizable constraints and operational processes

  • Block trading, rapid exception cleanup, and other advanced trading tools

MODEL MANAGEMENT, REBALANCING & TRADING

ADVISOR DASHBOARD & WORKFLOW

Modern workstation to retain current advisors and attract the next generation

  • Clean, bold visual aesthetics, customizable to your branding, with native mobile access for advisors

  • Definable “robo-like” automated workflows to actively guide prudent advisor behavior

  • Configurable widget-based interface, with ability to arrange how widgets such as alerts, are presented

ADVISOR DASHBOARD & WORKFLOW

COMPLIANCE & AUDIT

Systematic surveillance and enforcement of prudent investing practices

  • Central operations mandated guardrails, such as permissible drift, for advisor activities

  • Automatic, ongoing system monitoring for violations, including pre- and post-trade checks

  • Keystroke-by-keystroke user-specific action logging with searchable audit trail

COMPLIANCE & AUDIT

PRODUCT SELECTION & PROPOSAL

Experiential investment planning that drives compliance with regulatory standards

  • Approved product list standards, including fiduciary compliance

  • Goal-based investment planning to support demonstration of client “best interest”

  • Modern, graphical presentation to ease communication with clients

PRODUCT SELECTION & PROPOSAL

FEE BILLING & PERFORMANCE REPORTING

Flexible billing and reporting that easily communicates investment outcomes

  • Goal-based performance reporting to show clients’ progress toward concrete objectives, such as home ownership, while demonstrating “best interest” investments

  • Integrated accounting engine with detailed data tracking and reconciliation for accurate reporting

  • Highly configurable billing engine with the ability to group accounts by household, apply different rules to different accounts, or support any other preferred structure

FEE BILLING & PERFORMANCE REPORTING

DIGITAL "ROBO" SOLUTIONS

Full spectrum of tools for digital advisor empowerment through investor-directed solutions

  • Configurable step-by-step workflows for onboarding and servicing

  • Automation of rebalancing, servicing and other administrative actions

  • Modern, streamlined investor- and advisor-facing interfaces

DIGITAL "ROBO" SOLUTIONS

Additional Materials

Featured Topics

Department of Labor Fiduciary Rule Change - Are You Ready?
The Future of Automated Advice Platforms: Lessons Learned
The Advisor's Robo: A Hybrid Advisory Model