Aviso Wealth adopts CGI Wealth360 to gain hyper-personalized portfolio management capabilities

CGI and Aviso Wealth, a Canadian wealth management services provider, signed a seven-year agreement to enhance Aviso Wealth’s wealth management offerings with CGI Wealth360, a portfolio of innovative, end-to-end wealth management solutions.

To provide its advisors with hyper-personalized portfolio management capabilities, Aviso Wealth chose CGI Wealth360 Digital Wealth Platform, an industry-leading solution with advanced unified account technology. This platform will help Aviso Wealth:

• Provide tailored and scalable tax-efficient investment strategies for client households
• Enhance the value Aviso Wealth provides to advisors and investors who are part of the Aviso Wealth partner network
• Better support advisors and enrich the Canadian investor experience

Jamie Holland, Senior Vice-President, Canada Industry Solutions CGI said, “as investor expectations and the nature of digital interactions evolve, the Canadian wealth management ecosystem is experiencing unprecedented change. This is an excellent example of two great Canadian organizations working together to support Canadian investors with better advice for the future.”

Although Aviso Wealth already offers a wide range of integrated wealth management products and services, Bill Packham, President and CEO, Aviso Wealth, explained, “partner[ing] with CGI enhance[s] the value we provide advisors and investors who are part of our partner network of hundreds of financial institutions from coast to coast. CGI delivers the right combination of technology and wealth expertise to help fulfil our goal of continually enhancing the capabilities of our partners and their advisors, and providing a better wealth management experience for all Canadians.”

At CGI, we support more than 500 financial institutions worldwide, delivering a broad range of digital IT and business strategies, services and solutions, including wealth management. The CGI and Aviso Wealth partnership will help hundreds of institutional and retail organizations gain a competitive edge through wealth management, as well as create a better customer experience for Aviso Wealth’s clients.