Adapts to your unique needs.
Markets are constantly changing, and choosing a partner with the right mix of tools and expertise to help organizations navigate through this evolving landscape is more important now than ever before. For over 35 years, CGI has shown its leadership in providing innovative solutions for the financial industry.
CGI’s Wealth360™ portfolio management solution is the next step in this evolution. Powered by industry-proven MVest, Wealth360 provides sophisticated and comprehensive functionality to firms looking for an end-to-end solution to meet their front, middle and back office requirements.
Wealth360’s wide range of features allows financial institutions to support multiple programs on a single platform. From traditional mutual fund wraps and Separately Managed Accounts (SMA), to the latest Unified Managed Account (UMA) programs, Wealth360 has the depth of portfolio management capabilities to allow firms to consolidate offerings on one software solution.