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CGI Wealth360 Portfolio Management

APIyesOSS—FREE—DOCS3/5
CW8.2#2 of 81
outWeb—Windows—Mac—LinuxoutAndroidoutiOS

Ranked in Portfolio Management Software ·No free plan on record

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About

CGI Wealth360 Portfolio Management is ranked #2 of 81 in portfolio management software on Inferse. It runs on Android, API, iOS, Web.

Compared on portfolio management software

Asset class coverage
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Performance reporting
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Facts

Product
CGI Wealth360 Portfolio Management provides portfolio management tools on an integrated platform that can also be matched with third-party solutions.cgi.com · 4 Oct 2026
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.cgi.com · 4 Oct 2026
Rebalancing and trading
Features include automatic drift alerts, tax-aware trading recommendations, configurable constraints, block trading and exception cleanup.cgi.com · 4 Oct 2026
Advisor workflow
The advisor workstation supports branding customization, native mobile access and configurable widgets and automated workflows.cgi.com · 4 Oct 2026
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.cgi.com · 4 Oct 2026
Proposals
Product selection and proposal tools include approved product lists, fiduciary compliance support and goal-based investment planning.cgi.com · 4 Oct 2026
Billing and reporting
An integrated accounting engine tracks and reconciles data, while configurable billing can apply different rules by account or household.cgi.com · 4 Oct 2026
Digital workflows
Digital investor-directed tools provide configurable onboarding and servicing workflows and automate rebalancing and administrative actions.cgi.com · 4 Oct 2026
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.cgi.com · 4 Oct 2026
Web access
CGI describes the portfolio-management data warehouse as real-time and web-based.cgi.com · 4 Oct 2026
Mobile access
CGI states that the advisor dashboard offers native mobile access.cgi.com · 4 Oct 2026
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.cgi.com · 4 Oct 2026
Intended customers
CGI describes the product for financial institutions managing varied investment programs and client profiles.cgi.com · 4 Oct 2026

Best CGI Wealth360 Portfolio Management alternatives

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Where it ranks on Inferse

Sources