Product

Wealth Management Digital Solutions - Cora LiveWealth

Digitization in wealth management starts with Cora LiveWealth. It's an AI-powered wealth management solution that can transform the client and advisor experience.

Cora LiveWealth Highlights

  • 3
    of top 5 wealth management companies rely on Cora LiveWealth (Barron's list)
  • 90
    %
    improvement in data readiness for quarterly and on-demand reporting
  • 2
    K
    documents digitized and normalized every day
  • Multi-custodian aggregation

    Cora LiveWealth automates all forms of wealth management data analytics including gathering, digitization, and normalization.

  • Powerful analytics and reporting

    A portfolio analytics engine provides standardized and industry-leading performance reporting models.

Multi-custodian aggregation

Wealth management digital solutions, like Cora LiveWealth, can automatically extract wealth management data analytics from international custodians to create a normalized view with 100% accuracy.

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Wealth managers take their business to the next level

Robust performance and risk analytics

The wealth management system's analytics engine delivers customized portfolio performance reporting models with comprehensive audit trails.

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75% efficiency gains in performance reporting dazzle a top wealth manager​

Non-intrusive automation

Genpact's AI wealth management solution fits easily, flexibly, and quickly into a firm's existing wealth management technology solutions and process environment.

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Intelligent Automation

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Cora LiveWealth uses AI to transform wealth and asset management processes. It automatically gathers, extracts and normalizes wealth management data analytics to improve the client and advisor experience for real-time reporting.

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