Cora LiveWealth’s features include:
LiveWealth’s aggregation engine amasses data from all US and most major international custodians. It automatically extracts data from financial statements and creates a normalized view—all with 100% accuracy.
ROBUST PERFORMANCE AND RISK ANALYTICS:
A portfolio analytics engine provides industry-standard performance reporting models. The solution also builds models customized for every client and offers a rich pallet of other analytical tools. Among its great features: ex-post and ex-ante performance modeling, multi-asset classification, benchmark comparisons, and portfolioand security-level analyses.
INVESTOR POLICY STATEMENT CONSTRUCTION AND MONITORING:
Cora LiveWealth monitors how people apply investment policies to make sure they stick to protocol. It has a comprehensive audit trail, an easy-to-use questionnaire, automated document generation, and regulatory compliance reporting.