Product
Cora LiveWealth
Cora LiveWealth is a unique, AI-powered, wealth management solution built to transform the client and advisor experience.
Save & share
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
-
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.
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.