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The Asset and Wealth Management industry is facing massive disruption – with dramatic changes in investor attitudes, behavior, and expectations, along with a growing demand for digitally enabled services. There's also an expectation of lower fees, pricing transparency, and a greater willingness to switch providers if investor needs aren't met.

Coforge BPS offers solutions to address these challenges, backed by 20+ years of domain experience in Asset & Wealth Management. This expertise is combined with data, analytics, digital tools, accelerators, frameworks, and platforms. These solutions for the front, middle, and back-office have enabled clients to achieve up to 70% cost efficiency and enhanced compliance. Our client base includes 2 Fortune 100 Global Banks, 5 of the top banks in the U.S., and a global provider of investment processing, operations, and asset management solutions that manages, advises on, or administers over $1 trillion in assets.


2500+ Professionals


50,000+ Advisors Supported

team (1)

20 U.S. & Global Institutions

interactive (1)

2 of Top 5 U.S. Broker Dealers

productivity (1)

Top Analyst Recommendations* 


40+ Business Transformations

* Everest Peak Matrix 2023, "Major Contender" in Asset & Wealth Management IT Services and BPS Banking Operations

Our Asset & Wealth Operations Footprint

Front Office
Front Office

  • Client Acquisition
  • Client Administration
  • Investment Advisory Support

Middle Office
Middle Office

  • Product Structuring
  • Risk Management
  • Portfolio Management

Back Office
Back Office

  • Trade Processing/ Settlement
  • Asset Servicing
  • Accounting

Our Practice Supports

Digital Enablers

We Annually Support:

Wealth Management Transactions
Account Transfers
Securities Data Services
Performance Reporting
The Fourth Industrial Revolution in Asset & Wealth Management


The Fourth Industrial Revolution in Asset & Wealth Management
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Related Services

Coforge offers comprehensive technology solutions for Asset & Wealth Management

Coforge offers comprehensive technology solutions for Asset & Wealth Management
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Asset & Wealth Management

With a consultative approach and expertise in business processes, domain knowledge, and technology, our Asset and Wealth Management solutions deliver enhanced customer experience, improved compliance, while reducing costs.

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