Wealth Management

Put the focus back on your clients with smarter wealth management administration
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Turn your advisors' attention back to where it belongs – with the customers

Deliver better wealth management services, more automation, and greater agility with our wealth management products powered by our AI-based platform, Genpact Cora

Grow your business and your clients' wealth in the digital age


more efficient reporting


reduction in tax reporting delays


upfront cost reduction

We have products and solutions that fit your needs

I want to grow more profitably without sacrificing client experience.

1 Product & Solution

Account servicing

Genpact uses end-to-end account servicing, advanced portfolio management tools, and a silo-free operating model to make wealth management operations more efficient and advisors more productive.

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I want to move beyond my legacy systems.

1 Product & Solution

Business process as a service (BPaaS) technology

Utilizing cloud-based technology, Genpact OpenWealth® is a business process as a service (BPaaS) platform that enables wealth management firms to take a client-centric view of all accounts, helping them grow and scale their business.

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Genpact Openwealth wealth management transformation driven by technology

I want to digitize my wealth management operations.

1 Product & Solution

AI-powered wealth management platform

Cora LiveWealth is artificial intelligence based wealth management solution that transforms the financial advisor and client experience, and handles data aggregation and data analytics with ease.

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Find answers to your business needs.