Wealth Management
Leading the way with innovative, integrated solutions
In these uncertain financial times, traditional investment and risk tolerance assumptions are being challenged as never before. Wealth management professionals are now expected to anticipate change, offer creative options and increase efficiencies as they manage their customers’ investments. CGI understands the need for proactive investment management, planning and portfolio administration and helps our clients implement comprehensive solutions to meet their strategic goals and the needs of their customers. Our holistic industry view provides financial institutions with a broad range of solutions to improve efficiency, scalability and flexibility, and to maintain competitive advantage.
Experience and expertise
- Maintaining over $800 billion in assets through our portfolio management and investment plan administration solutions (as of September 2009)
- Leading provider of wealth management solutions to major North American financial institutions
- More than 25 years of experience and a team of over 400 professionals dedicated to the wealth management sector