Partnership promises enhanced wealth management for all Canadians
Aviso Wealth, one of Canada's largest independent wealth management businesses, is expanding its entire wealth management offering by partnering with a world-leading tech service company.
Under a new seven-year partnership with CGI, Aviso Wealth will provide advisors with hyper-personalized portfolio management services through the CGI Wealth360 Digital Wealth Platform.
An industry-leading solution with powerful unified account technology, the platform will also allow Aviso to provide personalized, tax-efficient investing plans for client households at scale.
Bill Packham, President and CEO at Aviso Wealth, said, "Aviso Wealth is excited to partner with CGI to enhance the value we provide advisors and investors who are part of our partner network of hundreds of financial institutions from coast to coast.
“CGI delivers the right combination of technology and wealth expertise to help fulfil our goal of continually enhancing the capabilities of our partners and their advisors, and providing a better wealth management experience for all Canadians," Packham added.
"As investor expectations and the nature of digital interactions evolve, the Canadian wealth management ecosystem is experiencing unprecedented change," said Jamie Holland, Senior Vice-President, Canada Industry Solutions CGI.
"This is an excellent example of two great Canadian organizations working together to support Canadian investors with better advice for the future."
As one of the leading global IT and business consulting services firms, CGI works with over 500 financial institutions throughout the world, assisting them in implementing a wide range of digital IT and business strategies, services, and solutions.
