CGI Wealth360 Portfolio Management
CGI Wealth360 Portfolio Management is an integrated platform for financial institutions managing investment programs and varied client profiles.
What CGI Wealth360 Portfolio Management is
CGI Wealth360 Portfolio Management is an integrated platform for financial institutions managing investment programs and varied 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 clients with multi-currency and alternative investment needs. Portfolio tools include drift alerts, tax-aware trading recommendations, configurable constraints, block trading, and exception cleanup. Advisors get a configurable workstation with native mobile access, widgets, and automated workflows. Pre- and post-trade checks monitor violations, while user-specific keystroke actions are retained in a searchable audit trail. Proposal tools include 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 onboarding and servicing and automate rebalancing and administrative actions. CGI says the platform can be matched with third-party solutions. Pricing is on request; the product is available across Android, iOS, web, and API platforms.
Good
- Supports multiple managed investment programs.
- Includes tax-aware trading recommendations and drift alerts.
- Searchable audit trail records user-specific keystroke actions.
- Billing rules can vary by account or household.
- Native mobile access for advisors.
Watch out
- Pricing is available on request.
- No published plan limits are stated.
Who it suits
This platform is aimed at financial institutions managing investment programs across different client profiles. It may suit organizations needing portfolio operations, advisor workflows, compliance monitoring, and configurable billing in one platform.
Verdict
CGI Wealth360 Portfolio Management brings trading, proposals, billing, reporting, and digital workflows together for financial institutions. Contact CGI for pricing and to assess its fit with a particular program.
Plans and prices
From CGI Wealth360 Portfolio Management's own pricing page, checked 4 Oct 2026.
| Plan | Price | What it gives you |
|---|---|---|
| CGI Wealth360 Portfolio Management | Priced on request | No published price or plan limits stated. · Contact CGI for pricing. |
The facts
Each one read from CGI Wealth360 Portfolio Management's own pages, with the date it was checked.
What it does
- Advisor workflow
- The advisor workstation supports branding customization, native mobile access and configurable widgets and automated workflows.checked 4 Oct 2026
- Asset class coverage
- multi_asset_alternativeschecked 25 Sep 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.checked 4 Oct 2026
- Digital workflows
- Digital investor-directed tools provide configurable onboarding and servicing workflows and automate rebalancing and administrative actions.checked 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.checked 4 Oct 2026
- Intended customers
- CGI describes the product for financial institutions managing varied investment programs and client profiles.checked 4 Oct 2026
- Mobile access
- CGI states that the advisor dashboard offers native mobile access.checked 4 Oct 2026
- Performance reporting
- Yeschecked 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.checked 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.checked 4 Oct 2026
- Proposals
- Product selection and proposal tools include approved product lists, fiduciary compliance support and goal-based investment planning.checked 4 Oct 2026
- Rebalancing and trading
- Features include automatic drift alerts, tax-aware trading recommendations, configurable constraints, block trading and exception cleanup.checked 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.checked 4 Oct 2026
- Web access
- CGI describes the portfolio-management data warehouse as real-time and web-based.checked 4 Oct 2026
Money
- Billing and reporting
- An integrated accounting engine tracks and reconciles data, while configurable billing can apply different rules by account or household.checked 4 Oct 2026
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