Wealth management | CGI UK

View(active tab)

Woman managing portfolio on multiple screens

Portfolio management

CGI Wealth360 Portfolio Management offers a complete portfolio management toolset on a single, integrated platform.

CGI in the UK – Doing Complex Things Well

CGI in the UK – Doing Complex Things Well

At CGI in the UK we work side-by-side with our clients, harnessing technologies with practical innovation to transform, enable, protect and deliver mission critical systems.

Two colleagues at talking

Voice of the Advisor report

Increase efficiency by realising the benefits of digital transformation to your advisory business.

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

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

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

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 modularises the platform into components

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) componentisation architecture
Adherence to regulatory compliance through development of rules-based, user-defined, pre- and post-trade investment/trading constraints (hard and soft)