Primary tabs
Simplify the complexity of registered plans and term deposits
CGI Wealth360 Plan Administration is a modular service-based platform that helps Canadian wealth businesses simplify the complexity of registered plans and term deposits through comprehensive plan administration and term deposit manufacturing and recordkeeping functionality.
Plan Administration features
- CLIENT-CENTRIC PLAN ADMINISTRATION & ACCOUNT AGGREGATION
-
Consolidated view of all plan holdings
- Client-centric design
- Client information managed independently from plan accounts
- REGULATORY COMPLIANCE
-
Support Canadian federal and provincial legislative rules on deposits, payments and investments
- Manage and administer deposit, payment and investment instructions and general ledger accounting
- Non-registered and registered plans support (RRSP, LIRA, RLSP, RRIF, LIF, RLIF, PRIF, RESP, RDSP, TFSA)
- Hold and manage multiple types of investments: cash, savings, term deposits
- REGULATORY ADMINISTRATION AND REPORTING
-
Consolidated plan-level tax form XML, print file and summary reporting
- Report income earned, accounts opened/closed/cancelled, redemptions, purchases, and transfers made during the taxation year
- T5, T4A RESP, T4A RDSP, T4RIF, T4RSP, T550, RRSP contributions, TFSA submissions
- End to end administration of RESP and RDSP plans facilitating federal and provincial educational and disability incentives
- TERM MANUFACTURING
-
Flexible and configurable product definition
- Wide range of term product support (regular, step rate, index-linked)
- Pragmatic set of configurable, parameterized and reusable features
- Create product once and deploy it across all plans
- SAVINGS INVESTMENT
-
Manage all credit and debit flows
- Interest payment at predetermined frequencies and rates
- Targeted, time period-specific promotional interest rate offers set-up
- One time and/or recurring scheduled deposits and withdrawals
- Multiple deposit instructions (funds receipt from different source banks accounts, and transfers from other plans / institutions)
- ACCOUNTING & INVESTMENT MANAGEMENT
-
Highly-auditable single administrative platform
- Configurable, two-sided, flexible general ledger relationship definition
- Money movement reconciliation between plan account and investments
- Consolidated holdings view supporting full complement of transaction types
- Pro rata investment instruction by product, dollar amount or percentage
- WEB-BASED USER INTERFACE
-
Anytime, anywhere browser-based access
- Platform-independent, HTML5-based responsive design
- Remote access
- Automatic updates
- OPEN ARCHITECTURE
-
Ease of integration
- Unified API to access multiple product types from a single access point
- RESTful product components integration while still allowing for a huge variety of features
Related media
CGI Wealth360 securities processing solution delivers an industry proven, real-time brokerage processing platform.
U.
S.
exploration
and
production
companies
are
focusing
their
IT
priorities
on
becoming
more
agile
and
reducing
the
cost
of
operations
to
invest
in
change.
CGI
AgileEnergy360 strategically
integrates
BPO
and
...
Through this global, multi-lingual solution, CGI helps clients outsource their customer relationship processes to enhance the customer experience, increase efficiencies and cost-effectiveness, and improve time to market.