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CGI Wealth360 Financial WellnessDeliver a holistic, client-centric, accurate, and secure financial planning experience that enables clients to achieve their unique financial goals. |
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Portfolio managementCGI Wealth360 Portfolio management offers a complete portfolio management toolset on a single, integrated platform. |
Fund accountingTrue multi-currency and comprehensive solution supporting fund valuation and fund administration. |
CGI Funds360Fully integrated, flexible, modular and scalable suite of investment funds processing, order management and record-keeping services |
Plan administrationModular, service based, comprehensive registered plan administration & record-keeping platform |
Securities processingReal-time, true multi-currency brokerage processing platform |
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Systems integration
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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
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Wide spectrum of flexibility provided by five unique integration points—UI widgets, analytic services, business services, data services and file processing services
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Easy interoperability via robust data services, web/REST service integration and ETL-managed file transfers
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Application services
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Scalable, on-demand infrastructure-as-a-service based on a modern technology stack leveraging an elastic cloud-based and Linux-based solution
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Enhanced quality assurance through the following: testing strategy, planning and management; performance, security and penetration testing; test automation; and mobile testing
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DevOps efficiency enabled by real-time application monitoring
SaaS
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Dedicated multi-tier support desk built on a client-centric service delivery chain
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Reduced risk through comprehensive application of audit policies, standards (CSAE 3416, ISAE 3402, SSAE 16) and thorough security protocols
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Improved agility and quality built on a best-in-class technology stack that modularizes the platform into components
Business consulting
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Expert wealth business process assessment, requirements analysis, and business case development services
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Maximum business agility by leveraging business domain (BIAN model) componentization architecture
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Adherence to regulatory compliance through development of rules-based, user-defined, pre- and post-trade investment/trading constraints (hard and soft)
Business process services (BPS)
- Global delivery model providing business continuity and resilience while reducing ongoing costs, freeing up capital and improving corporate profitability
- Automation and improved workflows enabling flexibility and scalability to meet evolving business and technical requirements
- Intelligent automation technologies to increase service capacity, generate savings opportunities and improve customer experience
Intelligent automation
- Full suite of end-to-end wealth and asset management platforms offering distinct levels of automation for driving front-back office efficiency and a next-generation advisor experience
- Implementation services using the full spectrum of intelligent automation technologies, from robotic process automation (RPA) to artificial intelligence (AI)