Wealth & Asset Management

Asset Management Specialists that work with some of the leading Wealth & Asset Management firms, Registered Investment Advisors, Family Offices and Private Banks.

  • Digital Wealth Platform Digital-first, omni-channel custody and non-custody ecosystems unify advisor and investor experience
  • Wealth Advisor Portal Accelerators, ready-to-use frameworks improve Advisors' efficiency, NPS and cost-to sell ratio
  • Client Readiness Application Integration, Workflow & Process, Data Validation/Cleansing/Mapping, Client Employee & Environment Readiness
  • Intelligent Automated Reconciliation Organize, index and catalog contracts, automate and reconcile using intelligent document processing (IDP)
  • Intelligent Integration Repeatable Integration factory services accelerate new bank/ client installations and migrations
  • Fund Accounting Front, middle-and back-office expertise and RPA transform BAU operating models

Some examples of our work include

  • Helped a large European Wealth Management firm move their Client Portal to AWS and leverage the serverless capabilities leading to reduced TCO
  • For a large US based Investment Mgmt firm, we built a  new Wealth Mgmt platform, Migrated clients from old to new platform, implemented Microsoft CRM leveraging Core-flex managed service models, and Advisory services during and post COVID-19
  • Digital Experience – Award winning portal development work for a large BFS client addressing two core concerns of Wealth Management industry viz., Advisor Productivity improvements & Self-service portal for HNWIs.  Our focus on leading platforms - Salesforce, MS Dynamix and Sitecore (Mortgage Solution) 
     

 

In Spotlight
Blog
Unravelling the Play of AI in Investment Management

Offerings

Digital Wealth Platform

We can craft a unique client experience across all available channels to bolster engagement and retains assets

Smart Operations

We leverage middle- and back-office automation solutions to transform operations beyond tactical cost cutting

Advisor productivity

Using accelerators and ready-to-use frameworks we can drastically increase advisors’ efficiency

Core Platform

Our core business platform integration services can help you deliver exceptional business outcomes

Get in Touch
Americas+
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Americas & Canada
Coforge Inc.

New Jersey

502 Carnegie Center Drive
Suite #301
Princeton, NJ 08540
Ph: 770-290-6113

Europe+
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Europe
Coforge UK Ltd.

2nd Floor, 47 Mark Lane,
London - EC3R 7QQ, U.K.
Ph: 770-290-6113
Fax: +44 (0) 20 70020701

Asia+
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Asia
Coforge Ltd.

SEZ Developer Unit

Plot No. TZ-2 & 2A, Sector Tech Zone,
Greater Noida, UP 201308, India
Ph: +91 (120) 459 2300
Fax: +91 (120) 459 2301

Rest of the World+
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Rest of the World
Coforge Ltd.

SEZ Developer Unit

Plot No. TZ-2 & 2A, Sector Tech Zone,
Greater Noida, UP 201308, India
Ph: +91 (120) 459 2300
Fax: +91 (120) 459 2301

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