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Wealth360 Digital Wealth Platform

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Overview

The Wealth360 Digital Wealth Platform (DWP) is a comprehensive wealth management platform offered by CGI. It is designed to meet the needs of wealth managers by providing sophisticated portfolio management and administration capabilities. The platform supports various advisory offering models and offers modular components for onboarding support, portfolio management, compliance, performance, statements, and overlay capabilities . With a focus on the "Platformization" of the managed account business, Wealth360 DWP allows clients to support all segments and management styles through a single scalable platform. It offers an intuitive experience for advisors and includes features such as Unified Managed Account (UMA) and Unified Managed Household (UMH) structures, as well as goal-based investing capabilities.

Key Features

Key Features of Wealth360 Digital Wealth Platform (DWP) include:

  1. Support for Unified Managed Account (UMA) and goal-based investing.
  2. Unified Managed Household (UMH) capabilities for flexible grouping of accounts and linking them to multiple goals.
  3. IPS module for creating and maintaining goals, defining investment strategies, and monitoring progress.
  4. Comprehensive feature set for onboarding support, portfolio management, compliance, performance, statements, overlay capabilities, reporting, billing, notifications and alerts.
  5. Intuitive mobile-first design interface for advisors .

Key Benefits

Key Benefits of Wealth360 Digital Wealth Platform (DWP) include:

  1. Comprehensive portfolio management and administration capabilities for front, middle, and back-office needs .
  2. Support for Unified Managed Household (UMH) and Unified Managed Account (UMA) structures, enabling flexible grouping of accounts and goal-based investing.
  3. Flexible and configurable reporting capabilities, including standardized reports and the ability to create customized reports using Tableau or third-party reporting tools .
  4. Integration with custodian systems for seamless data exchange related to clients, accounts, security master, prices, exchange rates, and transactions.
  5. Trade optimization algorithms for tax efficiency and configurable drift monitoring for cash, model, sleeve, asset mix, and post-trade verification drift.
  6. Mobile-first design interface for intuitive user experience, specifically designed for advisors .

These key benefits make Wealth360 DWP a comprehensive and flexible solution for wealth managers, providing them with the tools and capabilities to effectively manage client portfolios and meet their specific business requirements.

Product/Service details

SOLUTION OR SERVICE TYPE
Front and Middle Office Wealth Management Systems, Investor Websites & Portals, Portfolio Management Systems (PMS)
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