CGI Wealth360 Portfolio Management review
A cloud platform spanning trading, compliance, billing and investor servicing.
Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
CGI Wealth360 Portfolio Management is an integrated platform for wealth management programs, including fund wrap, separately managed accounts, unified managed accounts and unified managed households. It supports client profiles ranging from self-directed investors using robo-style automation to ultra-high-net-worth clients with multicurrency and alternative investment needs. The platform runs in the cloud and is available through web, iOS and Android interfaces. Mid-market and enterprise wealth managers can use it for portfolio trading workflows, investor servicing and operational controls.
Pricing is handled through a contact-sales model, so firms engage CGI to discuss commercial terms and implementation requirements. The platform's tools can be used together or combined with third-party solutions, giving firms a way to fit Wealth360 into a broader technology environment. Its advisor dashboard includes configurable widgets and workflow automation, while digital onboarding and servicing workflows connect front-office activity with ongoing client administration. Product selection, goal-based proposals, fee billing and performance reporting extend the platform beyond trading alone.
The strongest functional depth is in portfolio operations: model management, rebalancing, automatic drift alerts, tax-aware trading recommendations, block trading and exception cleanup. Compliance monitoring includes pre- and post-trade checks plus a searchable audit trail, supporting firms with formal oversight requirements. Wealth managers seeking a broad operating platform should consider CGI Wealth360, particularly when billing, reporting, onboarding and investor service belong in the same system. Firms that require on-premise deployment, narrowly focused portfolio tools or more specifically documented integrations should evaluate alternatives alongside it.
CGI Wealth360 Portfolio Management pros and cons
- Where it wins
- Tax-aware trading recommendations with drift alerts and rebalancing
- Compliance checks, searchable audit trails and exception cleanup
- Digital onboarding, billing and goal-based performance reporting
- Where it doesn't
- Pricing requires contacting CGI sales
- Cloud deployment may not fit firms requiring on-premise systems
- Integration details are limited to third-party solutions
CGI Wealth360 Portfolio Management fact sheet, pricing and score →
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