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Westpac NZ, an Infosys Finacle customer evaluated nCino Bank OS

List of CGI Wealth360 Fund Accounting (formerly mPower) Customers

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Logo Customer Industry Empl. Revenue Country Vendor Application Category When SI Insight Insight Source
Aviso Wealth Banking and Financial Services 700 $100M Canada CGI Group CGI Wealth360 Fund Accounting (formerly mPower) Portfolio and Investment Management 2022 n/a In 2022, Aviso Wealth implemented CGI Wealth360 Fund Accounting (formerly mPower) to strengthen its Portfolio and Investment Management capabilities and support advisor-led wealth services. The deployment was executed under a seven-year agreement with CGI Group, targeting Aviso Wealth’s partner network of hundreds of financial institutions and their advisors across Canada from coast to coast. The implementation centered on CGI Wealth360 Digital Wealth Platform functionality, with explicit emphasis on fund accounting, unified account technology, and hyper-personalized portfolio management workflows. Configuration work focused on supporting tailored, scalable tax-efficient investment strategies for client households and on enabling advisor-facing portfolio construction and rebalancing processes consistent with Portfolio and Investment Management operational patterns. The project replaced SS&C Advent Portfolio Exchange and consolidated account and portfolio servicing onto the CGI Wealth360 platform, aligning custody and reporting flows to a unified account model used by advisors and client service teams. Operational coverage included Aviso Wealth’s advisor channels and the firm’s network of institutional and retail partners, enabling a single platform for portfolio accounting and client household views. Governance was formalized through the multi-year CGI contract and vendor-managed roadmap, with rollout priorities oriented to enhancing advisor experience and investor servicing across the Canadian market. Outcomes cited by the parties include enhanced advisor support, enriched investor experience, and improved ability to deliver tax-efficient strategies and personalized portfolio management to Aviso Wealth’s partner network and clients.
Bank of Montreal Banking and Financial Services 53597 $25.2B Canada CGI Group CGI Wealth360 Fund Accounting (formerly mPower) Portfolio and Investment Management 2021 MeClassics Consulting In 2021, Bank of Montreal deployed CGI Wealth360 Fund Accounting (formerly mPower) as part of a Portfolio and Investment Management implementation to support corporate fund accounting and portfolio management operations. The deployment was led by vendor CGI Group with MeClassics Consulting providing system integration and operational support, and the engagement aligned to Operations Technology teams responsible for monitoring and runbook-driven operations. The implementation concentrated on fund accounting and portfolio management functional capabilities, with explicit operational responsibilities for monitoring application processes, batch jobs, and file transfers. Support documentation was established and maintained, including runbooks, service level agreements, issue trackers, and change trackers, to codify operational procedures and incident handling for the CGI Wealth360 Fund Accounting (formerly mPower) environment. Environments managed included Pre-Prod, UAT, and Production hosted in CI/CD pipelines, with tooling and practices referenced in the engagement such as Continuous Integration and Continuous Delivery, Ansible, and Git. The implementation prioritized automated deployment and environment orchestration, and day to day operations included proactive monitoring and process automation to reduce manual intervention in routine batch and file transfer workflows. Governance activities documented during the engagement emphasized risk assessment of deployment plans, defined communication and escalation channels, and the use of documented procedures to share information with stakeholders. The narrative reflects a structured, operations-centric rollout across Bank of Montreal’s fund accounting and portfolio management functions within the Portfolio and Investment Management category, supported by CGI Group and MeClassics Consulting.
BMO Capital Markets Banking and Financial Services 2800 $1.3B Canada CGI Group CGI Wealth360 Fund Accounting (formerly mPower) Portfolio and Investment Management 2015 n/a In 2015 BMO Capital Markets implemented CGI Wealth360 Fund Accounting (formerly mPower) to support its Portfolio and Investment Management needs. BMO Capital Markets deployed CGI Wealth360 Fund Accounting (formerly mPower) as a centralized fund accounting and portfolio operations application for its wealth management business in Canada. The implementation emphasized functional modules for fund accounting, front and back office portfolio management, and a Unified Managed Account capability integrated into the MVest Suite portfolio management workflow. CGI Wealth360 Fund Accounting was configured to handle portfolio lifecycle processes, batch settlement and reconciliation workflows, and operational reporting via embedded reporting components. The technical architecture reflected a Java enterprise stack using EJB3 for server components, Spring Batch for scheduled processing, Jasper Reports for operational and regulatory reporting, Java Swing for rich client interactions and Oracle WebLogic Server for application hosting. The deployment aligned application server hosting with batch processing and reporting layers to separate transactional fund accounting flows from scheduled reconciliation workloads. Operational governance included developer documentation and a validation and workflow framework maintained in a developer wiki, plus developer tooling to automate Entity Bean generation and persistence configuration. Memory and performance troubleshooting was part of the operational practice, with VisualVM used to analyze memory usage and diagnose leaks, supporting ongoing maintenance of the Portfolio and Investment Management implementation.
Banking and Financial Services 1300 $350M Canada CGI Group CGI Wealth360 Fund Accounting (formerly mPower) Portfolio and Investment Management 2010 n/a
Banking and Financial Services 150 $20M Canada CGI Group CGI Wealth360 Fund Accounting (formerly mPower) Portfolio and Investment Management 2017 n/a
Banking and Financial Services 48726 $18.7B Canada CGI Group CGI Wealth360 Fund Accounting (formerly mPower) Portfolio and Investment Management 2020 n/a
Banking and Financial Services 1256 $1.5B Canada CGI Group CGI Wealth360 Fund Accounting (formerly mPower) Portfolio and Investment Management 2021 n/a
Banking and Financial Services 50 $8M Canada CGI Group CGI Wealth360 Fund Accounting (formerly mPower) Portfolio and Investment Management 2020 n/a
Banking and Financial Services 2500 $830M Canada CGI Group CGI Wealth360 Fund Accounting (formerly mPower) Portfolio and Investment Management 2018 n/a
Banking and Financial Services 20 $2M Canada CGI Group CGI Wealth360 Fund Accounting (formerly mPower) Portfolio and Investment Management 2017 n/a
Showing 1 to 10 of 24 entries

Buyer Intent: Companies Evaluating CGI Wealth360 Fund Accounting (formerly mPower)

ARTW Buyer Intent uncovers actionable customer signals, identifying software buyers actively evaluating CGI Wealth360 Fund Accounting (formerly mPower). Gain ongoing access to real-time prospects and uncover hidden opportunities. Companies Actively Evaluating CGI Wealth360 Fund Accounting (formerly mPower) for Portfolio and Investment Management include:

  1. Allegis Group, a United States based Professional Services organization with 24500 Employees
  2. CIBC Capital Markets, a Canada based Banking and Financial Services company with 1256 Employees
  3. Kids Physio Victoria, a Canada based Healthcare organization with 4 Employees

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FAQ - APPS RUN THE WORLD CGI Wealth360 Fund Accounting (formerly mPower) Coverage

CGI Wealth360 Fund Accounting (formerly mPower) is a Portfolio and Investment Management solution from CGI Group.

Companies worldwide use CGI Wealth360 Fund Accounting (formerly mPower), from small firms to large enterprises across 21+ industries.

Organizations such as Manulife Financial, Royal Bank of Canada, The Toronto-Dominion Bank, Bank of Montreal and Scotiabank are recorded users of CGI Wealth360 Fund Accounting (formerly mPower) for Portfolio and Investment Management.

Companies using CGI Wealth360 Fund Accounting (formerly mPower) are most concentrated in Insurance and Banking and Financial Services, with adoption spanning over 21 industries.

Companies using CGI Wealth360 Fund Accounting (formerly mPower) are most concentrated in Canada, with adoption tracked across 195 countries worldwide. This global distribution highlights the popularity of CGI Wealth360 Fund Accounting (formerly mPower) across Americas, EMEA, and APAC.

Companies using CGI Wealth360 Fund Accounting (formerly mPower) range from small businesses with 0-100 employees - 12.5%, to mid-sized firms with 101-1,000 employees - 25%, large organizations with 1,001-10,000 employees - 29.17%, and global enterprises with 10,000+ employees - 33.33%.

Customers of CGI Wealth360 Fund Accounting (formerly mPower) 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 Fund Accounting (formerly mPower) customer database with detailed Firmographics such as industry, geography, revenue, and employee breakdowns as well as key decision makers in charge of Portfolio and Investment Management.