Solution introduction

Cora LiveWealth is a unique, AI-powered, wealth management solution built to transform the client and advisor experience

Multi-custodian aggregation
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.

Multi-custodian aggregation
Cora LiveWealth automatically extracts data from most major international custodians, and creates a normalized view with 100% accuracy.

Robust performance and risk analytics
The system's analytics engine delivers customized portfolio performance reporting models with comprehensive audit trails.

Non-intrusive automation
Genpact's AI wealth management solution fits easily, flexibly, and quickly into a firm's existing technology and process environment.

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