Cora LiveWealth

Transform the financial advisor and client experience with an AI-led solution

Imagine AI for wealth management. Watch the video

Transforming wealth management with AI

Wealth management companies often manually process data from fund management statements. The results? Mistakes in billing and customer assets reporting. But thanks to Genpact Cora LiveWealth – an AI-driven solution with patented extraction technology – you can now automate reporting processes easily. This always-live, flexible solution reduces errors and frees financial advisors for more value-added services.

LiveWealth's engine gathers data from custodians and extracts information from financial statements for a normalized view.

Extract data and create a view with up to

100%

accuracy, automatically

Our solution customizes portfolio analytics models for clients and offers a rich array of analytical tools.

A global wealth management firm in just

90 days

Optimized its master data management process with Cora LiveWealth

LiveWealth tracks investment policies using audit trails, automated document generation, and regulatory compliance reporting.

Cut cycle time down from 90 days to

20 days

Reimagine wealth management with AI

Management firms can enhance client experiences economically and efficiently with Cora LiveWealth – all without disrupting their existing IT infrastructure. Our solution utilizes AI-driven agents to improve wealth and asset management processes, helping financial advisors develop growth-focused strategies for their clients more quickly.

A no-hassle integration

Cora LiveWealth seamlessly integrates with your firm's existing technology and processes. The platform enables asset analysis on the same day or in near real time. It also extracts information from documents, normalizes the extracted data according to your preferred template, and analyzes the normalized data to provide a comprehensive overview.