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CGI Wealth360™ Securities Processing

Business Needs

Website Address

www.cgi.com

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Solution introduction

As the brokerage industry renews its push towards shorter settlement cycles, it is important to partner with a provider that has the expertise and solutions for enabling a smooth transition from a T+3 landscape.

CGI's Wealth360™ securities processing solution delivers an industry-proven, real-time brokerage processing platform. The solution provides large-scale brokerage firms with a comprehensive set of features that include a single security master, multi-currency capability, a fully integrated automated funds transfer system, client statements, automated entitlements processing, and foreign exchange management. Its diverse range of middle- and back-office functionality satisfies all of the business and brokerage requirements for retail, discount, and institutional broker dealers.

Wealth360’s security processing solution has been architected to provide the brokerage industry with a scalable platform that delivers unparalleled transaction processing speed, efficiency, and accuracy. Operationally, it’s built with straight-through-processing and is workflow enabled. This minimizes the need for manual intervention, thereby reducing costs and risks, and improving productivity. The solution provides brokerage firms with the edge they need to succeed in today’s competitive marketplace.

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