CGI Wealth360 solution portfolio

Our intellectual property-based solutions help you accelerate innovation and drive operational excellence.
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CGI Wealth360 Financial Wellness

Deliver a holistic, client-centric, accurate, and secure financial planning experience that enables clients to achieve their unique financial goals.

 

Portfolio management

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

Fund accounting

True multi-currency and comprehensive solution supporting fund valuation and fund administration.

CGI Funds360

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

 

 

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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Intelligent automation

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
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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)

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