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.
Customized, efficient reporting capabilities to keep you informed on account activity when you need it.
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 wealth management technology that helps create customized investment and wealth solutions based on your unique objectives and preferences.
How can we help?
If you would like to find out more about CG Wealth Management or any of our services, please contact us.