RiskTech Forum

TD to leverage CGI Wealth360 Portfolio Management Solution

Posted: 16 May 2018  |  Source: CGI


TD Bank Group has engaged CGI (TSX: GIB.A) (NYSE: GIB) to lead the installation of its new Wealth Management software platform.

Under the terms of the agreement, CGI will orchestrate the consolidation of TD's software systems onto a single, integrated platform using CGI's Wealth360 Portfolio Management solution. This comprehensive, fully-integrated suite of products will enhance TD's existing goal-based approach to client portfolio construction and sophisticated investment management, while also streamlining the customer onboarding process.

"As a customer-centric bank, we are guided by two commitments – to innovate with purpose and execute with speed. Working with CGI on this initiative allows us to quickly evolve our technology environment to better deliver against rapidly evolving client needs and expectations with a partner that also demonstrates knowledge and understanding of our business," said Leo Salom, Group Head, Wealth Management and TD Insurance, TD Bank Group.

"This agreement demonstrates TD's ongoing confidence in our ability to deliver quality, availability and functionality. We look forward to collaborating in support of this transformative and innovative initiative," said CGI's Mark Boyajian, President, Canada Operations.