Digital Asset And Wealth Management IT Solutions

Asset & Wealth Management

Asset and Wealth Management firms continue to operate in a complex marketplace with an ever-increasing pressure of bending the cost curve and be agile, efficient, and client-centric. Our broad range of capabilities across the lifecycle helps our clients deliver best-in-class digital experiences at speed. Coforge has a 1000 people strong team of wealth and asset management specialists and technology practitioners. We work with leading wealth management firms, RIAs, family offices, private banks, asset management firms and platform providers to build robust enterprise solutions to support sustainable and profitable business models

In Spotlight

Blog

Unravelling the Play of AI in Investment Management

Our Capabilities

Digital Wealth+

Digital Wealth

Crafting unique client experiences across all available channels to bolster engagement and retain assets.

Smart Operations+

Smart Operations

Leveraging middle- and back-office automation solutions to transform operations beyond tactical cost-cutting.

Advisor Productivity+

Advisor Productivity

Accelerating financial advisor’s productivity and efficiency with ready-to-use frameworks and state-of-the-art accelerators.

Core Platform+

Core Platform

Delivering exceptional business outcomes with Coforge’s next-generation core business platform integration services

Enterprise Data+

Enterprise Data

Enabling greater data control and transparency with our 20+ years’ expertise in leading EDM platforms.

Connected Economy+

Connected Economy

Unlocking the promise of a connected economy with our advisory-led cloud services, innovation, and differentiation.

Case Study

Revolutionizing User Experience for a Financial Investment Management Company