TD to leverage CGI Wealth360 Portfolio Management Solution
Under
the
terms
of
the
agreement,
CGI
will
orchestrate
the
consolidation of
the
software
systems
serving
TD's
Wealth
clients
onto
a
single,
integrated
platform
using
CGI's
Wealth360
Portfolio
Management
solution.
This
comprehensive,
fully-integrated
suite
of
products
will
enhance
TD's
existing
goal-based
approach
to
client
portfolio
construction
and
sophisticated
investment
management,
while
also
streamlining
the
customer
onboarding
...
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