CGI Wealth360 Financial Wellness, part of the CGI Wealth360 digital platform, is an advanced financial planning tool developed by industry experts to help financial advisors deliver to their clients a more personalized, goal-oriented, and results-driven financial planning experience.
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Client-first approach Each client’s financial journey is unique. CGI Wealth360 Financial Wellness places clients at the center, empowering advisors to focus more strategically on the specific needs and goals of each client. |
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Simple design, goal-oriented results By prioritizing personalized client objectives, CGI Wealth360 Financial Wellness guides advisors through a streamlined process, ensuring accurate calculations and efficient delivery of investment strategies tailored to the client’s unique needs. |
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Comprehensive data security CGI’s robust security protocols ensure investors’ sensitive financial data is securely stored and aligned to global security best practices. |
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Valuable planning conversations CGI Wealth360 Financial Wellness gives advisors opportunities to meaningfully engage with clients, fostering collaboration and trust throughout the financial planning journey. |
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Seamless integration with CGI Wealth360 Seamless access to the CGI Wealth360 Digital Wealth Platform enables advisors to view, understand, and manage their clients’ entire financial wellness life cycle. Combining innovative technology and a user-friendly interface, CGI Wealth360 creates a more productive advisory practice and helps to streamline advisor plans. |
CGI Wealth360 Financial Wellness offers innovative features that distinguish it from traditional legacy technology that’s common across the financial planning industry.
Easily collaborate with clients to uncover their financial aspirations. Provide a fully personalized planning experience that visualizes and prioritizes client goal setting.
An adaptable approach ensures advisors can address their clients’ individual needs, helping them reach their specific financial goals. For example, for clients focused on retirement planning, the Retirement Plan module is simple, requires minimal input, and delivers insightful projections. For clients with complex goal setting needs, the Life Goal Plan module facilitates in-depth planning discussions with advisors for more tailored, accurate planning.
Present clients with alternative success paths using the versatile scenario planning module. Advisors can illustrate the effects of various choices on their clients' financial plans enabling clients to take greater control of their financial planning journey, make well-informed decisions, and strengthen their overall financial outlook.
Designed to identify gaps in a client’s current insurance coverage, this module safeguards clients from financial uncertainty in the event of premature death, critical illness, or disability. Advisors and clients collaborate to prepare for each scenario, deciding whether to save more or purchase additional insurance to maintain financial security for themselves and their loved ones.
Reports are generated in an intuitive format, enabling advisors to guide clients through their financial plans more efficiently. For clients who review their plans independently, the projections are easy-to-read and interpret. Advisors can incorporate specific action items and notes, ensuring a tailored experience that aligns with the unique needs of each client.
A built-in planning optimizer helps answer common client questions such as “When is the best time to retire?” and “How much should I be contributing toward retirement?” The optimizer ensures that plans created by advisors are generating the most value by suggesting changes that could improve the client’s financial outcomes. Portfolio optimizations can be previewed and applied to a plan or alternative scenario.
The “Am I ok?” indicator allows both advisors and clients to easily see the overall outcomes of a financial plan. Labels like “Ok,” “More than Ok” and “Refine the plan” clarify how the client is doing and where action is needed. CGI Wealth360 Financial Wellness leverages data tables to run projections, with indictors clearly communicating to clients “the big picture.”
Read the 2024 Voice of the Advisor report to discover how advisors envision the future of wealth management.
In this episode, our experts discuss effective strategies advisors use to establish trust with their clients and they explore the impacts of financial wellness on advisors and clients.
CGI acquires National Bank’s innovative financial planning IP solution, AdviceSuite, to expand its Wealth360 digital platform.
In today’s evolving financial landscape, incorporating financial wellness into the financial planning process provides a competitive edge and creates a foundation for building client relationships. CGI Wealth360 Financial Wellness helps you navigate industry shifts, establishing you as a trusted advisor at the forefront of financial innovation.
