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
3of top 5 wealth management companies rely on Cora LiveWealth (Barron's list)
90%improvement in data readiness for quarterly and on-demand reporting
2Kdocuments digitized and normalized every day
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.
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.Learn More
Robust performance and risk analytics
The wealth management system's analytics engine delivers customized portfolio performance reporting models with comprehensive audit trails.Learn More
Genpact's AI wealth management solution fits easily, flexibly, and quickly into a firm's existing wealth management technology solutions and process environment.Learn More