CGI Wealth360 Portfolio Management

7.7easy start · #10 of 81
in Portfolio Management Software

Free to practise onnot on record
Free trialnot on record
Well documentedyes
Runs where you workyes

Runs on Android, api, iOS, Web.

CGI Wealth360 Portfolio Management is ranked #10 of 81 in portfolio management software on The Geeks Club. It runs on Android, API, iOS, Web.

CGI Wealth360 Portfolio Management plans and pricing

All plans

CGI Wealth360 Portfolio Management Not published Contact CGI for pricing. No published price or plan limits stated. cgi.com · 4 Oct 2026

Compared on portfolio management software

Asset class coverage: multi_asset_alternatives
Performance reporting: Yes

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The record

Product: CGI Wealth360 Portfolio Management provides portfolio management tools on an integrated platform that can also be matched with third-party solutions.
Programs and clients: It supports fund wrap, SMA, UMA, rep-directed and unified managed household programs, serving profiles from self-directed clients to ultra-high-net-worth clients with multi-currency and alternative investments.
Rebalancing and trading: Features include automatic drift alerts, tax-aware trading recommendations, configurable constraints, block trading and exception cleanup.
Advisor workflow: The advisor workstation supports branding customization, native mobile access and configurable widgets and automated workflows.
Compliance and audit: The product monitors violations with pre- and post-trade checks and keeps user-specific keystroke action logs in a searchable audit trail.
Proposals: Product selection and proposal tools include approved product lists, fiduciary compliance support and goal-based investment planning.
Billing and reporting: An integrated accounting engine tracks and reconciles data, while configurable billing can apply different rules by account or household.
Digital workflows: Digital investor-directed tools provide configurable onboarding and servicing workflows and automate rebalancing and administrative actions.
Integrations: CGI says the platform can be matched with third-party solutions; its portfolio-management brochure describes function-specific interfaces for communicating with external systems and data sources.
Web access: CGI describes the portfolio-management data warehouse as real-time and web-based.
Mobile access: CGI states that the advisor dashboard offers native mobile access.
Support and security standards: CGI’s wealth-management page describes a dedicated multi-tier SaaS support desk and audit policies citing CSAE 3416, ISAE 3402 and SSAE 16.
Intended customers: CGI describes the product for financial institutions managing varied investment programs and client profiles.

Where it ranks on The Geeks Club

Best Portfolio Management Software in 2026#10 of 81

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Sources

cgi.com/en/solutions/cgi-wealth360-portfolio-ma· checked 4 Oct 2026
cgi.com/en/media/brochure/wealth-management-sol· checked 4 Oct 2026
cgi.com/en/banking-capital-markets/wealth-manag· checked 4 Oct 2026