Wealth management

Brochures

CGI- Brochure
Title / Abstract Download PDF Number of pages
Wealth management solutions - Asset allocation
CGI's Wealth360 asset allocation solution is an essential tool to help advisors acquire and retain clientele while increasing their book of business. View summary
Wealth management solutions - Asset allocation 1 / 421 KB
Wealth management solutions - Investment funds - Fund accounting
CGI’s Wealth360 investment funds solutions deliver world class fund accounting capabilities, providing daily, weekly or monthly valuation features, along with a comprehensive validation engine. View summary
Wealth management solutions - Investment funds - Fund accounting 1 / 302 KB
Wealth management solutions - Investment funds solutions for fund manufactures and dealers
CGI’s Wealth360 investment funds solution is a complete package of investment fund order management and recordkeeping software for fund companies and is also designed to manage all aspects of a broker/dealer’s investment fund business.
Wealth management solutions - Investment funds solutions for fund manufactures and dealers 1 / 220 KB
Wealth management solutions - Management fees
CGI’s Wealth360 Portfolio Management solution includes a flexible Management Fee module providing firms with the ability to design their fee programs to suit the specific needs of their advisors and clients. View summary
Wealth management solutions - Management fees 1 / 374 KB
Wealth management solutions - Plan administration
CGI's Wealth360™ plan administration solution provides financial institutions with the capability to design and create a unique suite of products that can be delivered quickly and economically to any point of sale within a client’s organization. View summary
Wealth management solutions - Plan administration 1 / 246 KB
Wealth management solutions - Portfolio Management
CGI’s Wealth360 portfolio management solution provides sophisticated and comprehensive functionality to firms looking for an end-to-end solution to meet their front, middle and back office requirements. View summary
Wealth management solutions - Portfolio Management 1 / 489 KB
Wealth management solutions - Securities processing
CGI's Wealth360 securities processing solution provides large scale brokerage firms with a comprehensive set of features that delivers an industry proven, real-time brokerage processing platform. View summary
Wealth management solutions - Securities processing 1 / 194 KB
Wealth management solutions - Unified Managed Accounts
CGI’s Wealth360 portfolio management UMA (unified managed accounts) solution offers full, multi-currency, sleeve and account level processing and trading, and fully-integrated internal overlay management. View summary
Wealth management solutions - Unified Managed Accounts 1 / 301 KB