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Michelin, an e2open customer evaluated Oracle Transportation Management

Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

Wayfair, a Korber HighJump WMS customer just evaluated Manhattan WMS

Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

Moog, an UKG AutoTime customer evaluated Workday Time and Attendance

Westpac NZ, an Infosys Finacle customer evaluated nCino Bank OS

CIBC Private Wealth Management Canada Tech Stack and Enterprise Applications

CIBC Private Wealth Management Canada eCommerce
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Publitas Legacy Publitas Product Information Management eCommerce n/a 2020 2020
CIBC Private Wealth Management Canada Investment Management
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
CGI Group Legacy CGI Wealth360 Fund Accounting (formerly mPower) Portfolio and Investment Management Investment Management n/a 2020 2020
In 2020, CIBC Private Wealth Management Canada implemented CGI Wealth360 Fund Accounting (formerly mPower) for Portfolio and Investment Management to establish a centralized platform for fund and portfolio accounting. The deployment positioned CGI Wealth360 Fund Accounting as the system of record for fund-level ledgers, portfolio accounting, and client statement generation within the private wealth business. Configuration work centered on core fund accounting and portfolio accounting modules, trade lifecycle processing, cash and position reconciliation, and client reporting capabilities. The implementation included performance reporting and configurable accounting rules aligned to Portfolio and Investment Management workflows, with data model adaptations for private wealth account structures. Integrations connected CGI Wealth360 Fund Accounting with the firms in-house client onboarding and in-house reporting systems, enabling exchange of client master data, account opening events, and periodic statement data. Cross-functional workstreams comprised business sponsors, operations, vendors and technology teams who coordinated interface development, data validation and testing activities. Governance relied on a business systems oversight model with a Senior Business System Analyst coordinating sponsors and operations to align configuration, testing and user acceptance. The rollout used staged configuration and a controlled go-live approach for accounting feeds and embedded reporting workflows into the in-house reporting environment.

IT Decision Makers and Key Stakeholders at CIBC Private Wealth Management Canada

First Name Last Name Title Function Department Email Phone
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Apps Being Evaluated by CIBC Private Wealth Management Canada Executives

APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from CIBC Private Wealth Management Canada IT executives and key decision makers. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the CIBC Private Wealth Management Canada digital transformation priorities and AI adoption trends.
Date Company Status Vendor Product Category Market
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FAQ - APPS RUN THE WORLD CIBC Private Wealth Management Canada Technographics
CIBC Private Wealth Management Canada is a Banking and Financial Services organization based in Canada, with around 50 employees and annual revenues of $8.0 million.
CIBC Private Wealth Management Canada operates a diverse technology stack with applications such as Publitas and CGI Wealth360 Fund Accounting (formerly mPower), covering areas like Product Information Management and Portfolio and Investment Management.
CIBC Private Wealth Management Canada has invested in cloud applications and AI-driven platforms to optimize efficiency and growth, collaborating with vendors such as Publitas and CGI Group.
CIBC Private Wealth Management Canada recently adopted applications including Publitas in 2020 and CGI Wealth360 Fund Accounting (formerly mPower) in 2020, highlighting its ongoing modernization strategy.
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Our research team continuously updates CIBC Private Wealth Management Canada’s profile with verified software purchases, vendor relationships, and digital initiatives identified from public and proprietary sources.
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