Wealth Management Services and Outsourcing

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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

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

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.

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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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