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Platform Services

At Coforge, we understand that innovation is the key to staying ahead in asset and wealth management. As your strategic partner on the journey to success, we offer comprehensive Platform Services designed to meet your unique needs and thrive in the financial landscape. Our professionals work closely with you to understand your vision and requirements. Leveraging our domain expertise, we craft bespoke solutions, seamlessly integrating the developed platform with your existing ecosystem.

  • Platform Engineering
    Platform Engineering at Coforge offers end-to-end development of asset and wealth management platforms. Our proven Managed Services models ensure the successful delivery of platform-based Services, including manual EST, UAT, QA automation, and fixed-price projects for goals and transfers.
    Asset and Wealth managers often have diversified business landscapes that are fulfilled by multiple specialized systems. By seamlessly integrating these platforms, we ensure that the systems talk to each other, a significant development as it enables efficient data flow and operations, offering a comprehensive view of client portfolios for better decision-making and enhanced client experiences. Our custom-tailored approach ensures that each client's specific requirements are met, helping to reduce reliance on manual processes.

  • Platform Conversion
    Platform Conversion at Coforge involves seamless client implementations from one platform to another, with a successful track record of over 200+ conversions. 

    We have deep experience in various types of systems, including Portfolio Accounting, Open-Ended Fund Accounting, Closed-Ended Fund Accounting, Wealth Management, Real Estate Asset Management, Security Master, Family Office, Portfolio Management, Daily NAV Production, Single Managed Accounts, etc.

    Coforge has expertise in 40+ leading platforms (e.g., FIS Suite, Geneva, Aladdin, SWP, Eagle, EDM, TRUST 3000, etc.) that are used in Asset & Wealth Management across the globe.

  • Innovation and Transformation
    Our Cloud Enablement services prioritize enhancing customer experiences through digital channels. With years of platform maintenance and continuous adaptation to evolving technologies, we offer scalable and secure cloud solutions that provide real-time access to critical data and resources for your business's success.
    At Coforge, we anticipate your needs, deliver cutting-edge solutions, and prioritize excellence. Choose Coforge as your strategic partner and thrive in a dynamic and competitive landscape with our Platform Services.
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