List of CGI Wealth360 Portfolio Management (formerly mPower) Customers
Montreal, H3G 1T4, QC,
Canada
Since 2010, our global team of researchers has been studying CGI Wealth360 Portfolio Management (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 Portfolio Management (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 Portfolio Management (formerly mPower) for Portfolio and Investment Management include: Bank of Montreal, a Canada based Banking and Financial Services organisation with 53597 employees and revenues of $25.19 billion, Sun Life, a Canada based Banking and Financial Services organisation with 31768 employees and revenues of $20.98 billion, IGM Financial, a Canada based Banking and Financial Services organisation with 4010 employees and revenues of $2.52 billion, RBC Investor & Treasury Services, a Canada based Banking and Financial Services organisation with 4500 employees and revenues of $1.20 billion, CIBC Wood Gundy, a Canada based Banking and Financial Services organisation with 2500 employees and revenues of $830.0 million and many others.
Contact us if you need a completed and verified list of companies using CGI Wealth360 Portfolio Management (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 Portfolio Management (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!
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| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight |
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Bank of Montreal | Banking and Financial Services | 53597 | $25.2B | Canada | CGI Group | CGI Wealth360 Portfolio Management (formerly mPower) | Portfolio and Investment Management | 2021 | n/a |
In 2021, Bank of Montreal implemented CGI Wealth360 Portfolio Management (formerly mPower) as a Portfolio and Investment Management application to centralize wealth advisory workflows. The deployment targeted BMO Financial Group wealth management professionals and Investment Advisors, centralizing client intake, proposal generation, account onboarding, and managed account servicing within advisory channels. The CGI Wealth360 Portfolio Management instance functioned as an end to end portfolio and proposal engine supporting advisory operations.
Implemented functional modules included goal setting and risk assessment driven by customized questionnaires, fee schedules and fee option configuration, capabilities to select or build investment solutions, and account constraint management. CGI Wealth360 Portfolio Management was configured to produce presentation ready proposals, Investment Policy Statement documents, and Managed Account Agreement documents, and to support conversion of a prospect into a live client once agreements were signed. Configuration focused on capturing client preferences, mapping fee schedules, and automating document generation workflows used by Investment Advisors.
Testing and governance around the rollout emphasized quality assurance activities, including functional testing, system integration testing, regression testing, and support for user acceptance testing. QA responsibilities documented in the engagement included preparing and executing test cases with representative data, reporting defects with defined severity and priority, and supporting defect triage during UAT with BMO stakeholders in Toronto, ON. Governance incorporated QA acceptance gates and UAT sign off as prerequisites before activating client conversion workflows in production.
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CIBC Wood Gundy | Banking and Financial Services | 2500 | $830M | Canada | CGI Group | CGI Wealth360 Portfolio Management (formerly mPower) | Portfolio and Investment Management | 2018 | Tata Consultancy Services (TCS) |
In 2018, CIBC Wood Gundy implemented CGI Wealth360 Portfolio Management as its centralized Portfolio and Investment Management platform. The deployment consolidated account and portfolio services onto a common technology platform and served as the foundation of a Unified Account program intended to standardize services across wealth lines of business.
CGI Wealth360 Portfolio Management was configured to provide core portfolio and investment management functionality, including unified account data management, portfolio accounting and client reporting workflows aligned with wealth banking operations. The implementation included data seeding requirements, with CGI specifying a list of files to be ingested into Wealth360 based on business and transformation requirements from internal stakeholders and partner applications.
Tata Consultancy Services acted as the systems integrator on the engagement, executing a Unified Account Data Migration project that began in November 2020 and continues to support data migration and integration activities. The work focused on mapping and loading account and client data from multiple source applications into Wealth360, enabling Investment Advisors and Counsellors to access consolidated client and portfolio views across Wood Gundy and Private Wealth Management business functions.
Governance work emphasized industry best practices for data governance and a common set of services, with transformation requirements specified by stakeholders to drive consistent operational processes. The program, using CGI Wealth360 Portfolio Management, was intended to improve client and advisor experiences and drive efficiencies across different lines of business.
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IGM Financial | Banking and Financial Services | 4010 | $2.5B | Canada | CGI Group | CGI Wealth360 Portfolio Management (formerly mPower) | Portfolio and Investment Management | 2020 | n/a |
In 2020, IGM Financial implemented CGI Wealth360 Portfolio Management (formerly mPower) from vendor CGI Group to support Portfolio and Investment Management functions for its discretionary product suite. The program was executed under the Managed Solutions Program and targeted establishment of a scalable operating platform for Discretionary iProfile and future product strategy.
The implementation configured core portfolio management workflows aligned to Portfolio and Investment Management, including discretionary account structures for iProfile, portfolio processing, client reporting and performance calculation capabilities consistent with enterprise portfolio management patterns. CGI Wealth360 Portfolio Management served as the central system for portfolio administration and discretionary decisioning workflows.
Operational coverage included the Portfolio Delivery Office and discretionary product teams, with transfer agency oversight managed through an outsourcing arrangement to CGI while modernization planning for the transfer agency platform remained in the planning phase. Integrations emphasized operational handoffs between portfolio management and transfer agency services to support account servicing and lifecycle events.
Program governance established program-level oversight with a Program Manager driving a robust change management and adoption strategy, and direct management of project managers within the Portfolio Delivery Office. The strategic program delivered on all expected outcomes per the business case.
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Banking and Financial Services | 4500 | $1.2B | Canada | CGI Group | CGI Wealth360 Portfolio Management (formerly mPower) | Portfolio and Investment Management | 2010 | n/a |
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Banking and Financial Services | 31768 | $21.0B | Canada | CGI Group | CGI Wealth360 Portfolio Management (formerly mPower) | Portfolio and Investment Management | 2018 | n/a |
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Buyer Intent: Companies Evaluating CGI Wealth360 Portfolio Management (formerly mPower)
- Town of Oakville Canada, a Canada based Government organization with 2300 Employees
- The Bank of New York Mellon, a United States based Banking and Financial Services company with 53400 Employees
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