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CGI Wealth360 Portfolio Management

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CGI Wealth360 Portfolio Management's own site

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, from self-directed clients to ultra-high-net-worth clients with multi-currency and alternative investments. Portfolio tools include automatic drift alerts, tax-aware trading recommendations, configurable constraints, block trading and exception cleanup. Advisors can use a customizable workstation with native mobile access, widgets and automated workflows. Pre- and post-trade checks monitor violations, with user-specific keystroke logs 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 configurable billing rules can vary by account or household. Digital workflows support investor onboarding and servicing and automate rebalancing and administrative actions. CGI says the platform can be matched with third-party solutions and describes a real-time, web-based data warehouse. Pricing is available by request; no plan limits are stated.

Who it suits

The platform is intended for financial institutions managing varied investment programs and client profiles. Its stated features cover advisory workflows, portfolio operations, billing and compliance monitoring.

What it does well

  • Supports multiple investment program types
  • Automatic drift alerts and tax-aware recommendations
  • Pre- and post-trade compliance checks
  • Configurable billing by account or household
  • Native mobile access for advisors

What to know first

  • Pricing is available by request only
  • No plan limits are published

Plans

PlanBilled and limitsPrice
CGI Wealth360 Portfolio ManagementContact CGI for pricing. · No published price or plan limits stated.On request

As cgi.com lists them, read 4 Oct 2026. The maker's own page has the final word.

Getting started

  1. Visit the CGI Wealth360 Portfolio Management website.
  2. Contact CGI to request pricing.
  3. Discuss the investment programs and client profiles your institution manages.
  4. Review the listed Android, iOS, web and API access options.

Verdict

CGI Wealth360 Portfolio Management covers portfolio tools, advisor workflows, compliance checks, billing and digital investor workflows on an integrated platform. Financial institutions need to request pricing, as no price or plan limits are published.

Questions

How much does CGI Wealth360 Portfolio Management cost?

Pricing is available on request. No public price is listed.

Which platforms does it support?

The listed platforms are Android, iOS, web and API.

Does it support alternative investments and multiple currencies?

Yes. The stated client coverage includes multi-currency and alternative investments.

Can it connect with third-party solutions?

CGI says the platform can be matched with third-party solutions and describes function-specific interfaces for external systems and data sources.

What compliance and audit tools are included?

It monitors violations with pre- and post-trade checks and maintains a searchable audit trail of user-specific keystroke actions.

Facts from CGI Wealth360 Portfolio Management's own pages

Advisor workflow
The advisor workstation supports branding customization, native mobile access and configurable widgets and automated workflows. · cgi.com, 4 Oct 2026
Asset class coverage
multi_asset_alternatives · cgi.com, 25 Sept 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, 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, 4 Oct 2026
Digital workflows
Digital investor-directed tools provide configurable onboarding and servicing workflows and automate rebalancing and administrative actions. · cgi.com, 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, 4 Oct 2026
Intended customers
CGI describes the product for financial institutions managing varied investment programs and client profiles. · cgi.com, 4 Oct 2026
Mobile access
CGI states that the advisor dashboard offers native mobile access. · cgi.com, 4 Oct 2026
Performance reporting
Yes · cgi.com, 25 Sept 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, 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, 4 Oct 2026
Proposals
Product selection and proposal tools include approved product lists, fiduciary compliance support and goal-based investment planning. · cgi.com, 4 Oct 2026
Rebalancing and trading
Features include automatic drift alerts, tax-aware trading recommendations, configurable constraints, block trading and exception cleanup. · cgi.com, 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, 4 Oct 2026
Web access
CGI describes the portfolio-management data warehouse as real-time and web-based. · cgi.com, 4 Oct 2026

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