Product
Cora LiveWealth
Cora LiveWealth is a unique, AI-powered, wealth management solution built to transform the client and advisor experience.
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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 data gathering, digitization, and normalization.
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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.
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Robust performance and risk analytics
The system's analytics engine delivers customized portfolio performance reporting models with comprehensive audit trails.
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Non-intrusive automation
Genpact's AI wealth management solution fits easily, flexibly, and quickly into a firm's existing technology and process environment.