Product

Cora LiveWealth

Wealth management systems can transform the client and advisor experience. Cora LiveWealth is a unique, AI-powered, wealth management solution designed for the enterprise.

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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 standardized and industry-leading performance reporting models.

Multi-custodian aggregation

As a leading wealth management solution, Cora LiveWealth automatically extracts data from most major international custodians, and creates 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 technology and process environment.

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Intelligent Automation

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

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