List of CGI Wealth360 Fund Accounting (formerly mPower) Customers
CGI Group
1350 Rene-Levesque Boulevard West 15th floor,
Montreal, H3G 1T4, QC,
Canada
Montreal, H3G 1T4, QC,
Canada
1 514-415-3000
Professional Services
90500
$11.6B
Since 2010, our global team of researchers has been studying CGI Wealth360 Fund Accounting (formerly mPower) 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 Fund Accounting (formerly mPower) for Portfolio and Investment 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 Fund Accounting (formerly mPower) for Portfolio and Investment Management include: Manulife Financial, a Canada based Insurance organisation with 37000 employees and revenues of $53.29 billion, Royal Bank of Canada, a Canada based Banking and Financial Services organisation with 96628 employees and revenues of $48.64 billion, Toronto-Dominion Bank, a Canada based Banking and Financial Services organisation with 103000 employees and revenues of $44.80 billion, Bank of Montreal, a Canada based Banking and Financial Services organisation with 53597 employees and revenues of $25.19 billion, Scotiabank, a Canada based Banking and Financial Services organisation with 86746 employees and revenues of $24.55 billion and many others.
Contact us if you need a completed and verified list of companies using CGI Wealth360 Fund Accounting (formerly mPower), 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 Fund Accounting (formerly mPower) 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!
Apply Filters For Customers
| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight |
|---|---|---|---|---|---|---|---|---|---|---|---|
 |
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.
|
 |
BMO Nesbitt Burns | Banking and Financial Services | 1300 | $350M | Canada | CGI Group | CGI Wealth360 Fund Accounting (formerly mPower) | Portfolio and Investment Management | 2010 | n/a |
In 2010 BMO Nesbitt Burns in Toronto began operational use of CGI Wealth360 Fund Accounting, formerly mPower, to support Portfolio and Investment Management across its Reorganization department and managed accounts operations. The deployment focused on back office fund accounting and corporate actions processing, centering on daily reorganization notices and investor advisor communications.
Configured capabilities included fund accounting ledgers for managed accounts, corporate actions and reorganization notice workflow, position and cash reconciliation, and reporting for investor advisor distribution. Automation work in operations used macros to generate Voluntary Reorg Notices and Class Action Notices and to trigger individualized emails to Investor Advisors, while IA code updates were applied as part of the accounting feed preparation.
Operational workflows combined system activity in CGI Wealth360 Fund Accounting with manual verification against the Prime Brokerage website and Ops Central website for previous day notices. Daily inputs were populated via shared M Drive and W Drive files and an internal database, these sources were used to input the daily Reorg Notices and to feed managed account processing in CGI Wealth360 Fund Accounting.
Governance and process controls included a daily control cycle for confirming notice publication, a macro driven distribution process to Investor Advisors, and IA code maintenance to ensure accurate mapping into fund accounting records. The implementation was in active use from 2010 to 2014 in Toronto operations supporting operations and investor advisory communications within the Portfolio and Investment Management function.
|
 |
Burgundy Asset Management | Banking and Financial Services | 150 | $20M | Canada | CGI Group | CGI Wealth360 Fund Accounting (formerly mPower) | Portfolio and Investment Management | 2017 | n/a |
In 2017 Burgundy Asset Management implemented CGI Wealth360 Fund Accounting formerly mPower within the Portfolio and Investment Management category, establishing a centralized fund accounting platform for the firm. The deployment targeted core fund operations and accounting workflows, emphasizing daily NAV processing, distribution dissemination, and reconciliation across the asset management function.
The implementation configured fund accounting modules for NAV calculation, distribution posting, and automated validation and reconciliation reporting, with documented configuration instructions and an on-going support process. Configuration work included design of file formats and processing rules to support daily NAV dissemination and to surface exceptions for operational teams to resolve.
Technical specifications were developed to govern interfaces and file exchanges to industry data consumers and vendors, including LTI Unitrax, Morningstar, Globefund, Thomson Reuters Lipper, and FundSERV, with mappings to industry standards for fund identifiers and distribution data. The integration scope covered NAV and distribution dissemination feeds and reconciliation pipelines to ensure accurate and timely delivery of interface files to downstream recipients.
Implementation governance included defined test scenarios, execution of integration test cases, and coordination of user acceptance testing, with defect tracking and release management using JIRA. The project managed RFE and RFS processes with an external vendor, delivered configuration instructions and support procedures, produced training material for fund setup and daily NAV processes, and reported that functionality was implemented ahead of schedule and training materials were adopted by business users.
|
 |
|
Banking and Financial Services | 49824 | $21.3B | 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:
- AGF Investments, a Canada based Banking and Financial Services organization with 614 Employees
- Allegis Group, a United States based Professional Services company with 24500 Employees
- CIBC Capital Markets, a Canada based Banking and Financial Services organization with 1256 Employees
Discover Software Buyers actively Evaluating Enterprise Applications
| Logo | Company | Industry | Employees | Revenue | Country | Evaluated | ||
|---|---|---|---|---|---|---|---|---|
| No data found | ||||||||
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, 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.