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Connections 2013 UMA Processing 2013 Global Wealth & Capital Markets User Conference May 22 – 24, 2013.

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Presentation on theme: "Connections 2013 UMA Processing 2013 Global Wealth & Capital Markets User Conference May 22 – 24, 2013."— Presentation transcript:

1 Connections 2013 UMA Processing 2013 Global Wealth & Capital Markets User Conference May 22 – 24, 2013

2 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.

3 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.___________________ Ice Breaker

4 Agenda – UMA Processing

5 Our commitment to you We approach every engagement with one objective in mind: to help clients succeed


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