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WEALTH MANAGEMENT

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Title / Abstract Format Pages / file size
BestMix for Investment Advisors
A sophisticated front office tool for asset allocation and portfolio optimization
2 p. / 455 K
CORE: Investment Plan Administration
A customer-centric Investment Plan record keeping solution for today's wealth management environment
2 p. / 564 K
E-settlement : Keeping ahead of the industry
E-settlement is a real-time, straight-through-processing information and clearing system
2 p. / 2962 K
E-settlement for Carrying Broker/Dealers
E-settlement's front, middle and back office functionality is uniquely positioned to support the front office correspondent clients with sophisticated clearance, settlement and risk management tools that are incorporated in the back office
1 p. / 376 K
E-settlement for Discount Broker/Dealers
E-settlement's clearing and settlement functionality improves risk management and operational efficiency
1 p. / 347 K
E-settlement for Institutional Broker/Dealers
E-settlement's real time inventory management and clearance and settlement modules provide an institutional investment dealer with state of the art tools to manage risk (counterparty, market, settlement and foreign exchange)
1 p. / 341 K
E-settlement for Retail Broker/Dealers
E-settlement's front, middle and back office functionality allows the retail investment dealer to improve operating efficiency and manage client / counterparty risk in a real time manner and enhance customer service
1 p. / 361 K
Enterprise Originations®
This solution provides organizations with a single view of a customer's entire credit and loan application history in real time, resulting in enhanced customer relationships and retention
4 p. / 319 K
Foreign Exchange Product Suite
A complete front to back office Foreign Exchange system built and supported by industry specialists
2 p. / 793 K
Identicate
A real-time identify fraud and authentication solution that enables organizations to know in just seconds exactly who their customers are
2 p. / 126 K
Managed services
Describes CGI's distinct partnership approach that adapts our technology and business process outsourcing services to client environments
4 p. / 327 K
Managed services: maximizing the power of people
Managing the people side of outsourcing is critical to success. CGI's outsourcing experience confirms that successful business results and IT transformation are optimized when a client's transferred employees are fully engaged—understanding, supporting and actively participating in the transformation process. Built within CGI's successful outsourcing strategy is a strong HR component that is helping clients across the globe transition their people quickly and efficiently.
4 p. / 792 K
MFolio for Client Statement Reporting
The client statement presentation component of MSuite's portfolio service offering
2 p. / 244 K
MPlan for Financial Advisors
Providing Financial Planning solutions to many of Canada's largest and most successful Financial Institutions
2 p. / 388 K
MPower for Portfolio Administrators
The future of portfolio management all in one system
2 p. / 204 K
MSuite for modular STP
MSuite - Delivers a complete modular STP wealth solution
2 p. / 252 K
MVest for Investment Managers
Leverage more than a decade of excellence with MVest, a new face to portfolio management (overview)
2 p. / 373 K
MView for Reporting and Analytics
Reporting and Analysis for Wealth Managers
2 p. / 346 K
PrimeSuite for Dealers
The industry leading solution for high speed, efficient, cost-effective investment fund distribution processing
2 p. / 243 K
PrimeSuite for Investment Funds
A complete package of investment fund order management and recordkeeping software, customer support, and business recovery services utilized by Canada's leading investment fund institutions
2 p. / 256 K
StarSource for market valuation data
Delivers the world comprehensive and reliable securities information
2 p. / 311 K
Strata® Enterprise
A decision management solution that enables organizations to make profitable and efficient decisions throughout the customer life cycle and across the enterprise
2 p. / 185 K
SwixMortgage
Specially designed for the Canadian Mortgage Securitization Industry
2 p. / 834 K
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