Best CGI Wealth360 Portfolio Management Alternatives in 2026
The top CGI Wealth360 Portfolio Management alternatives are BlackRock Aladdin, Bloomberg AIM and Morningstar Office: 15 portfolio management software our editors would look at instead of CGI Wealth360 Portfolio Management, in our ranking order.
CGI Wealth360 Portfolio Management: A cloud platform spanning trading, compliance, billing and investor servicing. Where it falls short: pricing requires contacting CGI sales.
Switching from CGI Wealth360 Portfolio Management? For most portfolio management software buyers the best CGI Wealth360 Portfolio Management alternative is BlackRock Aladdin, built for institutions managing public and private market portfolios.
Why People Look for a CGI Wealth360 Portfolio Management Alternative
- Pricing requires contacting CGI sales
- Cloud deployment may not fit firms requiring on-premise systems
- Integration details are limited to third-party solutions
Quick Picks by What You Need
- Best overallBlackRock Aladdin9.4
Institutions managing public and private market portfolios
Visit BlackRock Aladdin
All 15 CGI Wealth360 Portfolio Management Alternatives, Ranked
Advertiser disclosure: iTechGuides is reader-supported. Vendors can pay for top positions in our rankings and for a place on other products' pages, and we may earn a commission when you click some links. Bought places stand at the number bought; this page and our disclosure say so. Paying vendors may get a fuller, more detailed review from our editors, and that review can change their score. How we rank.
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Best forInstitutions managing public and private market portfolios
- Better than CGI Wealth360 Portfolio Management:
- Editor score 9.4 vs 9.0
A multi-asset platform for institutions that need portfolio, risk, trading and reporting workflows.
- Allocation analysis
- Risk analysis
- Performance reporting
9.4/10★★★★★Visit BlackRock -
Best forEnterprise investment managers needing full operations
- Better than CGI Wealth360 Portfolio Management:
- Editor score 9.3 vs 9.0
A broad portfolio and operations platform for enterprise investment managers.
- Performance reporting
9.3/10★★★★★Contact Bloomberg -
Best forAdvisors wanting mature reporting and research
- Better than CGI Wealth360 Portfolio Management:
- Editor score 9.2 vs 9.0
A mature advisor platform combining portfolio operations, reporting, research, and billing.
- Tax-lot tracking
- Allocation analysis
- Risk analysis
9.2/10★★★★★Visit Morningstar -
Best forWealth firms needing portfolio modeling and trading
- Better than CGI Wealth360 Portfolio Management:
- Editor score 9.1 vs 9.0
A broad wealth portfolio system for modeling, monitoring, compliance, and multi-asset trading.
- Allocation analysis
- Risk analysis
- Performance reporting
9.1/10★★★★★Contact Temenos -
Best forAdvisors needing full client portfolio operations
A broad, enterprise-oriented platform for advisors managing portfolios, clients, taxes and alternatives.
- Tax-lot tracking
- Allocation analysis
- Risk analysis
8.9/10★★★★☆Request a demo -
Best forLarge institutional multi-asset investors
A broad institutional stack for multi-asset portfolio intelligence, control and reporting.
- Tax-lot tracking
- Allocation analysis
- Risk analysis
8.8/10★★★★☆Visit SimCorp -
Best forFund and investor operations teams
A broad fund and portfolio platform for complex, multi-asset operations.
- Tax-lot tracking
- Allocation analysis
- Risk analysis
8.7/10★★★★☆Visit SS&C Advent -
Best forWealth firms managing public and private assets
A multi-asset platform for firms managing complex public and private portfolios.
- Tax-lot tracking
- Allocation analysis
- Risk analysis
8.6/10★★★★☆Visit Addepar -
Best forEstablished wealth-management practices
A broad wealth-management platform for established firms managing complex portfolios.
- Tax-lot tracking
- Allocation analysis
- Risk analysis
8.5/10★★★★☆Visit Tamarac -
Best forEnterprise investment accounting departments
A focused accounting platform for institutions managing complex public and private portfolios.
- Performance reporting
8.3/10★★★★☆Contact BlackRock -
Best forFamily offices and fund administrators
A multi-asset accounting and reporting system for family offices and fund administrators.
- Performance reporting
8.2/10★★★★☆Visit FundCount -
Best forInvestment firms managing multi-currency portfolios
Multi-asset accounting, performance, tax-lot and investor reporting in one platform.
- Performance reporting
8.1/10★★★★☆Visit WealthSpectrum -
Best forFamily offices needing consolidated accounting and reports
Consolidated accounting, entity management and reporting for complex multi-asset portfolios.
8.0/10★★★★☆Visit QPLIX -
Best forGlobal family offices with complex alternatives
A broad family-office platform for public, private and alternative portfolio oversight.
- Allocation analysis
- Risk analysis
- Performance reporting
7.9/10★★★★☆Visit Landytech -
Best forCredit and CLO portfolio teams
A credit-focused platform for portfolio visibility, risk analysis, workflows, and CLO optimization.
- Allocation analysis
- Risk analysis
- Performance reporting
7.8/10★★★★☆Visit Allvue
CGI Wealth360 Portfolio Management Alternatives: Common Questions
What is the best alternative to CGI Wealth360 Portfolio Management?
BlackRock Aladdin: #1 in our Portfolio Management Software ranking, with an editor score of 9.4 out of 10. A multi-asset platform for institutions that need portfolio, risk, trading and reporting workflows.
Why do people look for CGI Wealth360 Portfolio Management alternatives?
Pricing requires contacting CGI sales; Cloud deployment may not fit firms requiring on-premise systems; Integration details are limited to third-party solutions.
How do I switch from CGI Wealth360 Portfolio Management?
Export your data from CGI Wealth360 Portfolio Management (most tools have an export in their settings). Sign up for the alternative; start on its free plan or trial if it has one. Import your export and set up the integrations your team relies on. Run both side by side for a short while, then cancel CGI Wealth360 Portfolio Management.
How to Switch from CGI Wealth360 Portfolio Management
- Export your data from CGI Wealth360 Portfolio Management (most tools have an export in their settings).
- Sign up for the alternative; start on its free plan or trial if it has one.
- Import your export and set up the integrations your team relies on.
- Run both side by side for a short while, then cancel CGI Wealth360 Portfolio Management.
CGI Wealth360 Portfolio Management vs Each Alternative
| # | Tool | Paid from | Asset class coverage | Performance reporting | Allocation analysis | Risk analysis | Score |
|---|---|---|---|---|---|---|---|
| 5 | CGI Wealth360 Portfolio Management | Multi_asset_alternatives | Yes | 9.0 | |||
| 1 | BlackRock Aladdin | Multi_asset_alternatives | Yes | Yes | Yes | 9.4 | |
| 2 | Bloomberg AIM | Yes | 9.3 | ||||
| 3 | Morningstar Office | Multi_asset_alternatives | Yes | Yes | Yes | 9.2 | |
| 4 | Temenos Wealth Front Office | Multi_asset_alternatives | Yes | Yes | Yes | 9.1 | |
| 5 | Black Diamond Wealth Solutions | Multi_asset_alternatives | Yes | Yes | Yes | 8.9 | |
| 6 | SimCorp One | Multi_asset_alternatives | Yes | Yes | Yes | 8.8 | |
| 7 | SS&C Advent Geneva | Multi_asset_alternatives | Yes | Yes | Yes | 8.7 | |
| 8 | Addepar | Multi_asset_alternatives | Yes | Yes | Yes | 8.6 | |
| 9 | Tamarac | Multi_asset_alternatives | Yes | Yes | Yes | 8.5 | |
| 10 | Aladdin Accounting | Yes | 8.3 | ||||
| 11 | FundCount | $14,450/yr | Yes | 8.2 | |||
| 12 | WealthSpectrum | Yes | 8.1 | ||||
| 13 | QPLIX | 8.0 | |||||
| 14 | Landytech Sesame One | Multi_asset_alternatives | Yes | Yes | Yes | 7.9 | |
| 15 | Allvue Investment Management | Multi_asset_alternatives | Yes | Yes | Yes | 7.8 |
Head-to-Head
- CGI Wealth360 Portfolio Management vs BlackRock Aladdin
- CGI Wealth360 Portfolio Management vs Bloomberg AIM
- CGI Wealth360 Portfolio Management vs Morningstar Office
- CGI Wealth360 Portfolio Management vs Temenos Wealth Front Office
- CGI Wealth360 Portfolio Management vs Black Diamond Wealth Solutions
- CGI Wealth360 Portfolio Management vs SimCorp One
Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
Last updated · How we research and update