Wealth360™

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Overview

CGI's Wealth360™ offers a fully integrated suite of investment funds processing, order management, fund accounting and record-keeping software used by a number of Canada's leading investment fund institutions.

CGI's investment fund solutions cover the full spectrum of wealth management and transfer agency functionality required by fund manufacturers, distributors and investors. Wealth360's modular components can be used individually or combined in a fully integrated solution.

CGI Wealth360 brings to our investment fund clients the ability to handle large transaction volumes with complete straight-through-processing. The use of our industry-leading platform provides clients with unparalleled processing capacity, throughput and system scalability. Our proven strength in application development, implementation, support, and end-to-end service delivery enables our clients to focus their attention on customer service and growth rather than the technology required to run their business.

Key Features

Unitholder recordkeeping

Order management

Advisor inquiry

Fund distribution

Fund accounting