List of CGI Wealth360 Customers
CGI
1350 Rene-Levesque Boulevard West 15th floor,
Montreal, H3G 1T4, QC,
Canada
Montreal, H3G 1T4, QC,
Canada
1 514-415-3000
Professional Services
90500
$11.0B
Since 2010, our global team of researchers has been studying CGI Wealth360 customers around the world, aggregating massive amounts of data points that form the basis of our forecast assumptions and perhaps the rise and fall of certain vendors and their products on a quarterly basis.
Each quarter our research team identifies companies that have purchased CGI Wealth360 for Asset and Wealth Management from public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources, including the customer size, industry, location, implementation status, partner involvement, LOB Key Stakeholders and related IT decision-makers contact details.
Companies using CGI Wealth360 for Asset and Wealth Management include: BMO Nesbitt Burns, a Canada based Banking and Financial Services organisation with 2000 employees and revenues of $3.24 billion, TD Asset Management, a Canada based Banking and Financial Services organisation with 3500 employees and revenues of $1.30 billion, CIBC Mellon, a Canada based Banking and Financial Services organisation with 1800 employees and revenues of $423.0 million, Beutel, Goodman & Company, a Canada based Banking and Financial Services organisation with 91 employees and revenues of $17.0 million and many others.
Contact us if you need a completed and verified list of companies using CGI Wealth360, including the breakdown by industry (21 Verticals), Geography (Region, Country, State, City), Company Size (Revenue, Employees, Asset) and related IT Decision Makers, Key Stakeholders, business and technology executives responsible for the software purchases.
The CGI Wealth360 customer wins are being incorporated in our Enterprise Applications Buyer Insight and Technographics Customer Database which has over 100 data fields that detail company usage of software systems and their digital transformation initiatives. Apps Run The World wants to become your No. 1 technographic data source!
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| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight |
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Beutel, Goodman & Company | Banking and Financial Services | 91 | $17M | Canada | CGI Group | CGI Wealth360 | Asset and Wealth Management | 2017 | n/a |
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.
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BMO Nesbitt Burns | Banking and Financial Services | 2000 | $3.2B | Canada | CGI Group | CGI Wealth360 | Asset and Wealth Management | 2019 | n/a |
In 2019, BMO Nesbitt Burns deployed CGI Wealth360, an Asset and Wealth Management application, to consolidate private wealth operations for BMO Private Wealth. The implementation focused on core private wealth business functions including client onboarding data reconciliation, portfolio and mandate management, investment proposal creation, and trade processing workflows.
CGI Wealth360 was configured to support an Investment Policy Statement replacement project, portfolio and mandate allocation verification, and end to end trade regression testing. The program included data quality performance reporting and a Client Transfer Status Report process that validated fields such as security name, CUSIP, ADP code, quantity, book value, market value, and maturity dates against Broadridge source files.
The deployment integrated with bank systems used for account reconciliation, specifically RIS and Customer Connect for account error resolution, and engaged Broadridge for transfer file validation and issue triage. Operational coverage included Senior Bankers, Investment Advisors, and executive staff for high and ultra high net worth client escalations, and coordinated UAT with over 15 BMO users to exercise release candidates and defect resolution workflows.
Governance and delivery used an Agile and Waterfall hybrid model, with business process consultants grooming the product backlog, authoring and validating user stories and acceptance criteria, and facilitating daily stand ups as needed. Testing governance encompassed defect tracking across testing teams, liaison with CGI Group to resolve defects, maintenance of testing statistics, and business led test design for IPS and portfolio allocation scenarios, and the program included verification of compliance with Canadian Deposit Insurance Corporation requirements for impacted applications and processes.
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CIBC Mellon | Banking and Financial Services | 1800 | $423M | Canada | CGI Group | CGI Wealth360 | Asset and Wealth Management | 2020 | n/a |
In 2020 CIBC Mellon deployed CGI Wealth360 as its Asset and Wealth Management platform. The implementation is centered on supporting portfolio analysis and securities valuation workflows within its Toronto operations, with CGI Wealth360 used as the primary administrative pricing and reporting environment.
CGI Wealth360 has been configured to support security pricing and valuation processes, including modules for daily market pricing, valuation techniques and held securities accounting. The platform is used by portfolio analysts to price more than 3,500 global securities each day, and to produce reconciliations for financial reports and held securities pricing inside the W360 admin environment.
Operational tool adjacencies and data flows include Bloomberg for market data reference, SQL Developer for database querying and staging, and Excel macros for automation of valuation spreadsheets and reconciliation routines. These integrations and automations are used to feed pricing inputs into CGI Wealth360 and to extract reconciled positions for middle office and reporting use cases.
Governance and controls emphasize adherence to established policies and procedures to minimize risk and operational losses, with the solution impacting portfolio management, middle office operations, and risk control workflows. The deployment of CGI Wealth360 centralized pricing and reconciliation workstreams, creating a single application context for valuation, reporting and operational controls within CIBC Mellon’s Asset and Wealth Management function.
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Banking and Financial Services | 3500 | $1.3B | Canada | CGI Group | CGI Wealth360 | Asset and Wealth Management | 2020 | n/a |
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Buyer Intent: Companies Evaluating CGI Wealth360
ARTW Buyer Intent uncovers actionable customer signals, identifying software buyers actively evaluating CGI Wealth360. Gain ongoing access to real-time prospects and uncover hidden opportunities. Companies Actively Evaluating CGI Wealth360 for Asset and Wealth Management include:
- Groupe M7, a Canada based Distribution organization with 60 Employees
- Regitan Canada, a Canada based Distribution company with 120 Employees
- Veith Lager, a Switzerland based Distribution organization with 15 Employees
Discover Software Buyers actively Evaluating Enterprise Applications
| Logo | Company | Industry | Employees | Revenue | Country | Evaluated | ||
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FAQ - APPS RUN THE WORLD CGI Wealth360 Coverage
CGI Wealth360 is a Asset and Wealth Management solution from CGI Group.
Companies worldwide use CGI Wealth360, from small firms to large enterprises across 21+ industries.
Organizations such as BMO Nesbitt Burns, TD Asset Management, CIBC Mellon and Beutel, Goodman & Company are recorded users of
CGI Wealth360 for Asset and Wealth Management.
Companies using CGI Wealth360 are most concentrated in Banking and Financial Services, with adoption spanning over 21 industries.
Companies using CGI Wealth360 are most concentrated in Canada, with adoption tracked across 195 countries worldwide. This global distribution highlights the popularity of CGI Wealth360 across Americas, EMEA, and APAC.
Companies using CGI Wealth360 range from small businesses with 0-100 employees - 25%, to mid-sized firms with 101-1,000 employees - 0%, large organizations with 1,001-10,000 employees - 75%, and global enterprises with 10,000+ employees - 0%.
Customers of CGI Wealth360 include firms across all revenue levels — from $0-100M, to $101M-$1B, $1B-$10B, and $10B+ global corporations.
Contact APPS RUN THE WORLD to access the full verified CGI Wealth360 customer database with detailed Firmographics such as industry, geography, revenue, and employee breakdowns as well as key decision makers in charge of Asset and Wealth Management.