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CGI Wealth360 Portfolio Management
What it is
CGI Wealth360 Portfolio Management is an integrated portfolio platform for financial institutions managing different investment programs and client profiles. It supports fund wrap, SMA, UMA, rep-directed, and unified managed household programs, serving clients from self-directed investors to ultra-high-net-worth households, including those with multi-currency and alternative investment needs. Portfolio tools include drift alerts, tax-aware trading recommendations, configurable constraints, block trading, and exception cleanup.
Advisors can use a customizable workstation with native mobile access, configurable widgets, and automated workflows. Pre- and post-trade checks monitor violations, while user-specific keystroke actions are kept in a searchable audit trail. Proposal tools offer approved product lists, fiduciary compliance support, and goal-based planning. An accounting engine tracks and reconciles data, and billing rules can vary by account or household. Digital workflows support investor onboarding and servicing and can automate rebalancing and administrative actions. CGI says the platform can be matched with third-party solutions and describes function-specific interfaces for external systems and data sources. Pricing is available from CGI on request.
For and against
For
- Supports multiple investment program types.
- Includes tax-aware trading recommendations and drift alerts.
- Searchable audit trail records user-specific keystroke actions.
- Configurable billing can vary by account or household.
Against
- Pricing is available on request.
- No published plan limits are stated.
The verdict
CGI Wealth360 covers portfolio operations, advisor workflows, compliance checks, proposals, billing, and investor-directed services in one platform. Financial institutions must contact CGI for pricing.
Who it suits
It is intended for financial institutions managing varied investment programs and client profiles. Its supported programs and tools may suit organizations needing portfolio, advisor, compliance, billing, and digital investor workflows.
Plans and prices
CGI Wealth360 Portfolio Management
No published price or plan limits stated.
Read 4 Oct 2026 · cgi.com
On the record
- Advisor workflow
- The advisor workstation supports branding customization, native mobile access and configurable widgets and automated workflows.cgi.com · read 4 Oct 2026
- Asset class coverage
- multi_asset_alternativescgi.com · read 25 Sep 2026
- Billing and reporting
- An integrated accounting engine tracks and reconciles data, while configurable billing can apply different rules by account or household.cgi.com · read 4 Oct 2026
- Compliance and audit
- The product monitors violations with pre- and post-trade checks and keeps user-specific keystroke action logs in a searchable audit trail.cgi.com · read 4 Oct 2026
- Digital workflows
- Digital investor-directed tools provide configurable onboarding and servicing workflows and automate rebalancing and administrative actions.cgi.com · read 4 Oct 2026
- Integrations
- CGI says the platform can be matched with third-party solutions; its portfolio-management brochure describes function-specific interfaces for communicating with external systems and data sources.cgi.com · read 4 Oct 2026
- Intended customers
- CGI describes the product for financial institutions managing varied investment programs and client profiles.cgi.com · read 4 Oct 2026
- Mobile access
- CGI states that the advisor dashboard offers native mobile access.cgi.com · read 4 Oct 2026
- Performance reporting
- Yescgi.com · read 25 Sep 2026
- Product
- CGI Wealth360 Portfolio Management provides portfolio management tools on an integrated platform that can also be matched with third-party solutions.cgi.com · read 4 Oct 2026
- Programs and clients
- It supports fund wrap, SMA, UMA, rep-directed and unified managed household programs, serving profiles from self-directed clients to ultra-high-net-worth clients with multi-currency and alternative investments.cgi.com · read 4 Oct 2026
- Proposals
- Product selection and proposal tools include approved product lists, fiduciary compliance support and goal-based investment planning.cgi.com · read 4 Oct 2026
- Rebalancing and trading
- Features include automatic drift alerts, tax-aware trading recommendations, configurable constraints, block trading and exception cleanup.cgi.com · read 4 Oct 2026
- Support and security standards
- CGI’s wealth-management page describes a dedicated multi-tier SaaS support desk and audit policies citing CSAE 3416, ISAE 3402 and SSAE 16.cgi.com · read 4 Oct 2026
- Web access
- CGI describes the portfolio-management data warehouse as real-time and web-based.cgi.com · read 4 Oct 2026
