Cora LiveWealth is a unique, AI-powered, wealth management solution built to transform the client and advisor experience.
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
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.
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
Genpact's AI wealth management solution fits easily, flexibly, and quickly into a firm's existing technology and process environment.