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
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Offerings
Back Office Services+
Back Office Services
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Data and Analytics+
Data and Analytics
Our advanced analytics platform brings a deep level of customer data and sophisticate...
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Digital Experience+
Digital Experience
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Front Office Services+
Front Office Services
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Middle Office Services+
Middle Office Services
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Outsourced Product Development+
Outsourced Product Development
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Our Solutions
Intelligent Client Onboarding+
Intelligent Client Onboarding
Seamless Customer Onboarding for FIs through iCOB Financial institutions often face ...
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Zero Touch Experience+
Zero Touch Experience
Enhancing Advisor Productivity with Digital Assistance The new generation investors ...
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Improving Investor Experience through Advanced Analytics+
Improving Investor Experience through Advanced Analytics
Enrich your Financial Goals with Digital Foresight  In a data-rich world, organizati...
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Improving Investor’s Digital Experience+
Improving Investor’s Digital Experience
Transforming investor experience with Digital Fund Factsheets Living in a digital wo...
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Intelligent Automation+
Intelligent Automation
Maximize Operational Efficiency in Front, Middle and Back Office To transform your b...
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Case Study
Revolutionizing User Experience for a Financial Investment Management Company
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Related Content
Success Stories
Case Study
Unlocking Agility in Data-Driven Business Processes for a Leading Asset Management Firm
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Case Study
Enhancing Efficiency with Revamped Wealth Data Retrieval System for a Financial Investment Management Company
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Case Study
Improving Business Agility with Performance Tune-up of Key Application
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Insights
White Paper
Reimagining the Role of Investment Advisors
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White Paper
Unlocking the Wealth within the Advisor-Investor Relationship
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Blog
Robo-Advisors are Becoming a Factor to Customer Acquisition in the Wealth Management Industry
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Get in Touch
  • Americas
  • Europe
  • Asia
  • Rest of the World
Americas+
Americas & Canada
Coforge Inc.

New Jersey

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

Europe+
Europe
Coforge UK Ltd.

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

Asia+
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+
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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