An end-to-end wealth management platform - CGI Wealth360’s capabilities include:

 

Portfolio management

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

 

Fund accounting

True multi-currency and comprehensive fund accounting software supporting fund valuation and fund administration.

CGI Funds360

A comprehensive fund management platform. 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

 

 

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We deliver these capabilities 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

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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

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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

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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)

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Download Wealth360 Overview 

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CI Financial partners with CGI to implement advanced transfer agency solution and operations

We used our end-to-end wealth management platform and services, coupled with our global scale and technological expertise, to accelerate CI Financials' digital transformation. The partnership aimed to improve operational efficiency and provide advanced technology platforms to elevate CI's service delivery.

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