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
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3of top 5 wealth management companies rely on Cora LiveWealth (Barron's list)
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90%improvement in data readiness for quarterly and on-demand reporting
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2Kdocuments digitized and normalized every day
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Multi-custodian aggregation
Cora LiveWealth automates all forms of wealth management data analytics including gathering, digitization, and normalization.
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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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Delighting customers and advisors with automation in wealth management
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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