OUR TECHNOLOGY

CG's Digitized Client Experience

Industry Leading Technology

At CG Wealth Management, building deep relationships with clients is foundational to our approach. That will never change. But technology is a critical enabler to creating an experience for clients that is seamless, digitized, and easy. As a result, we have invested heavily in technology to enable an industry leading client experience.

Our technology investments are also playing a key role in our efforts to reduce our carbon footprint by significantly cutting our paper usage. As a global company, we have an important role in supporting climate goals and are committed to playing our part.

Digitized Client Journey

From client onboarding and financial planning, to reporting and portfolio construction, to account access, we’ve mapped an intuitive digital journey for you.

Robust Reports

Customized, efficient reporting capabilities to keep you informed on account activity when you need it.

Enhanced Tools

Cloud technology and e-signature tools that enable you to engage with us in a faster and more effective way.

Client Mobile App

Easy and secure access to CG Wealth accounts and investments anytime, anywhere.

Portfolio Solutions Platform

Best-in-class technology that helps create customized investment and wealth solutions based on your unique objectives and preferences.

Technology Enablers

We adopt a range of leading technologies to enable our advisors to access information, communicate with clients and deliver a seamless experience.

Seismic
Salesforce
miBook
Thomson One
Bloomberg
Envestnet
Docusign
Dataphile

How can we help?

If you would like to find out more about CG Wealth Management or any of our services, please contact us.