AI Buyer Insights:

Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

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Michelin, an e2open customer evaluated Oracle Transportation Management

Wayfair, a Korber HighJump WMS customer just evaluated Manhattan WMS

Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

Westpac NZ, an Infosys Finacle customer evaluated nCino Bank OS

Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

Moog, an UKG AutoTime customer evaluated Workday Time and Attendance

Michelin, an e2open customer evaluated Oracle Transportation Management

Wayfair, a Korber HighJump WMS customer just evaluated Manhattan WMS

Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

Westpac NZ, an Infosys Finacle customer evaluated nCino Bank OS

Beutel, Goodman & Company Data, Technology Stack, and Enterprise Applications
IaaS
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Google Legacy Google Cloud Platform (GCP) Application Hosting and Computing Services IaaS n/a 2020 2020
Content Delivery Network IaaS 2023 2023
ITSM
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
New Relic Legacy New Relic APM Application Performance Management ITSM n/a 2023 2023
Investment Management
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
CGI Group Legacy CGI Wealth360 Asset and Wealth Management Investment Management n/a 2017 2017
In 2017, Beutel, Goodman & Company implemented CGI Wealth360 from CGI Group as a centralized platform for model portfolio management and trade execution. CGI Wealth360 was adopted to support the firm’s Asset and Wealth Management operations around separately managed accounts and master model alignment. The deployment focused on model management and trade execution capabilities, with configuration to maintain 65 model portfolios sourced from 14 SMA partners and to keep Beutel Goodman master portfolios in lock-step with partner master models. Functional workflows implemented include model templating and change propagation, portfolio rebalancing and trade calculation, client and regulatory reporting, and compliance monitoring, with Excel-based templates and advanced spreadsheet functions used to accelerate model change delivery. Integrations in the operational environment include explicit connectivity and trade execution workflows with Envestnet, GWP, and RBC Capital Markets, and reporting data feeds augmented by Eikon and other internal sources. Operational scope spans Portfolio Administration, Portfolio Management, Compliance, Legal, and client reporting teams based in Toronto, Canada, and supports oversight of approximately eight billion dollars in third party AUM linked to the SMA program. Governance and process controls were formalized through annual and quarterly compliance reporting procedures requiring Chief Compliance Officer signoff, a comprehensive compliance review of all 65 model accounts to capture investment policy restrictions, and coordinated contractual amendment workflows across legal, compliance and asset management. Outcomes documented in implementation activities include an improvement in the speed and accuracy of delivering model changes by up to 50 percent and a restructuring of monthly and quarterly client reporting that materially reduced transmission time and errors.
Collaboration
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Audio Video and Web Conferencing Collaboration 2020 2020
Collaboration Collaboration 2020 2020
CyberSecurity
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Identity and Access Management (IAM) CyberSecurity 2023 2023
Secure Email Gateways (SEGs) CyberSecurity 2021 2021
CRM
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Partner Relationship Management CRM 2023 2023
Tag Management CRM 2023 2023
IT Decision Makers and Key Stakeholders at Beutel, Goodman & Company
First Name Last Name Title Function Department Email Phone
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Apps Being Evaluated by Beutel, Goodman & Company Executives
Date Company Status Vendor Product Category Market
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FAQ - APPS RUN THE WORLD Beutel, Goodman & Company Technographics

Beutel, Goodman & Company is a Banking and Financial Services organization based in Canada, with around 91 employees and annual revenues of $17.0 million.

Beutel, Goodman & Company operates a diverse technology stack with applications such as Google Cloud Platform (GCP), New Relic APM and CGI Wealth360, covering areas like Application Hosting and Computing Services, Application Performance Management and Asset and Wealth Management.

Beutel, Goodman & Company has invested in cloud applications and AI-driven platforms to optimize efficiency and growth, collaborating with vendors such as Google, New Relic and CGI Group.

Beutel, Goodman & Company recently adopted applications including Cloudflare CDN in 2023, New Relic APM in 2023 and Microsoft Entra ID (formerly Azure Active Directory) in 2023, highlighting its ongoing modernization strategy.

APPS RUN THE WORLD maintains an up-to-date database of Beutel, Goodman & Company’s key decision makers and IT executives, available to Premium subscribers.

Our research team continuously updates Beutel, Goodman & Company’s profile with verified software purchases, vendor relationships, and digital initiatives identified from public and proprietary sources.

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