Product

Cora LiveWealth

Cora LiveWealth is a unique, AI-powered, wealth management solution built to 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 data gathering, digitization, and normalization.

  • Powerful analytics and reporting

    A portfolio analytics engine provides industry-standard performance reporting models.

Multi-custodian aggregation

Cora LiveWealth automatically extracts data from most major international custodians, and creates a normalized view with 100% accuracy.

Learn More

Robust performance and risk analytics

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

Learn More

Non-intrusive automation

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

Contact Our Team

Learn more about Cora LiveWealth

Get Started

Genpact Cora LiveWealth uses AI to automatically gather, extract and normalize custodial statements, and reduces reporting time from 30 days to real-time.

Find answers to your business needs.