Connections 2013
UMA Processing
2013 Global Wealth & Capital Markets User Conference
May 22 – 24, 2013
Instructor’s Biography
Brad Smith
Senior Analyst | GWCM Portfolio Management Services
Brad leads a number of training sessions and client
product demos and is experienced in all aspects of
Wealth360. As a key member of the Portfolio
Management Services team, he is a subject matter expert
on all Front Office modules, from implementation through
portfolio creation, modeling, trading, performance and statements.
Brad joined CGI in 2008 as a Business Analyst and has over 15 years of experience using
Wealth360 products. Prior to joining CGI, he has 10 years experience using the solution as a
client, where he was involved in testing new functionality, development of training manuals as
well as training new members.
Ice Breaker
Here’s something to do while we’re waiting to get started.
Each of the 9 items below is a separate puzzle. How many can you figure out?
1. ___________________
2. ___________________
3. ___________________
4. ___________________
5. ___________________
6. ___________________
7. ___________________
8. ___________________
9. ___________________
Agenda – UMA Processing
Topics / Activities
Introduction
UMA in Wealth360 Portfolio Management
• Presentation
Intra Account Asset Transfer
• Presentation and Demonstration
Unified Rebalance-Generate Trading List
• Presentation, Demonstration and Application
Q&A
Estimated Time
2 min.
15 min.
5 min.
20 min.
8 min.
Our commitment to you
We approach every engagement with one
objective in mind: to help clients succeed