![Asset and Wealth Management](https://www.coforge.com/hubfs/Wealth-management-1.jpg)
Asset and Wealth Management
70% lower operational cost | Committed compliant outcomes |
Industry leading NPS of 75
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- Asset and Wealth Management
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
20 U.S. & Global Institutions
2 of Top 5 U.S. Broker Dealers
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](https://www.coforge.com/hs-fs/hubfs/Employees%20having%20a%20business%20meeting%20in%20a%20conference%20room.jpeg?length=400&name=Employees%20having%20a%20business%20meeting%20in%20a%20conference%20room.jpeg)
Front Office
- Client Acquisition
- Client Administration
- Investment Advisory Support
![Middle Office](https://www.coforge.com/hs-fs/hubfs/Smiling%20middle-aged%20couple%20in%20a%20meeting%20with%20an%20investment%20adviser%20planning%20for%20their%20future%20retirement%2c%20over%20the%20shoulder%20view.jpeg?length=400&name=Smiling%20middle-aged%20couple%20in%20a%20meeting%20with%20an%20investment%20adviser%20planning%20for%20their%20future%20retirement%2c%20over%20the%20shoulder%20view.jpeg)
Middle Office
- Product Structuring
- Risk Management
- Portfolio Management
![Back Office](https://www.coforge.com/hs-fs/hubfs/shutterstock_635206634-0.jpg?length=400&name=shutterstock_635206634-0.jpg)
Back Office
- Trade Processing/ Settlement
- Asset Servicing
- Accounting
![Front Office](https://www.coforge.com/hs-fs/hubfs/Employees%20having%20a%20business%20meeting%20in%20a%20conference%20room.jpeg?length=400&name=Employees%20having%20a%20business%20meeting%20in%20a%20conference%20room.jpeg)
Front Office
- Client Acquisition
- Client Administration
- Investment Advisory Support
![Middle Office](https://www.coforge.com/hs-fs/hubfs/Smiling%20middle-aged%20couple%20in%20a%20meeting%20with%20an%20investment%20adviser%20planning%20for%20their%20future%20retirement%2c%20over%20the%20shoulder%20view.jpeg?length=400&name=Smiling%20middle-aged%20couple%20in%20a%20meeting%20with%20an%20investment%20adviser%20planning%20for%20their%20future%20retirement%2c%20over%20the%20shoulder%20view.jpeg)
Middle Office
- Product Structuring
- Risk Management
- Portfolio Management
![Back Office](https://www.coforge.com/hs-fs/hubfs/shutterstock_635206634-0.jpg?length=400&name=shutterstock_635206634-0.jpg)
Back Office
- Trade Processing/ Settlement
- Asset Servicing
- Accounting
Our Practice Supports
![Investment Management](https://www.coforge.com/hs-fs/hubfs/Wealth%20%26%20Asset%20Management.webp?length=400&name=Wealth%20&%20Asset%20Management.webp)
Investment Management
![Wealth Management](https://www.coforge.com/hs-fs/hubfs/BPS/Financial%20paper%20charts%20and%20graphs%20on%20the%20table.jpeg?length=400&name=Financial%20paper%20charts%20and%20graphs%20on%20the%20table.jpeg)
Wealth Management
![Private Banking & Trust](https://www.coforge.com/hs-fs/hubfs/Business%20team%20analyzing%20market%20research%20data-1.jpeg?length=400&name=Business%20team%20analyzing%20market%20research%20data-1.jpeg)
Private Banking & Trust
![Custody Operations](https://www.coforge.com/hs-fs/hubfs/BPS/Senior%20couple%20meeting%20financial%20adviser%20for%20investment.jpeg?length=400&name=Senior%20couple%20meeting%20financial%20adviser%20for%20investment.jpeg)
Custody Operations
Digital Enablers
![](https://www.coforge.com/hs-fs/hubfs/pega-1-1.jpg?length=400&name=pega-1-1.jpg)
Digital Self-service, Real-time Guidance, and AI-powered Advisory
![](https://www.coforge.com/hs-fs/hubfs/copasys-1-2.jpg?length=400&name=copasys-1-2.jpg)
Automating QC, Risk Management & Regulatory Compliance
![](https://www.coforge.com/hs-fs/hubfs/uniphore-1-1.jpg?length=400&name=uniphore-1-1.jpg)
Conversational Automation Platform
![](https://www.coforge.com/hs-fs/hubfs/quasar-1.jpg?length=400&name=quasar-1.jpg)
![](https://www.coforge.com/hs-fs/hubfs/prohance-1-1.jpg?length=400&name=prohance-1-1.jpg)
Operations Management Platform Compatible with Multiple Operating
![](https://www.coforge.com/hs-fs/hubfs/appinan-1-1.jpg?length=400&name=appinan-1-1.jpg)
Simplify and accelerate Know Your Customer Investigations
![](https://www.coforge.com/hs-fs/hubfs/celonis-1.jpg?length=400&name=celonis-1.jpg)
Communities Tool
![](https://www.coforge.com/hs-fs/hubfs/enate-1.jpg?length=400&name=enate-1.jpg)
Workflow & BPM technology built to run operations smoothly & efficiently
![](https://www.coforge.com/hs-fs/hubfs/process-gym-1.jpg?length=400&name=process-gym-1.jpg)
Time boxed Consultative Framework for Process Assessments and Operating Model roadmap
We Annually Support:
![The Fourth Industrial Revolution in Asset & Wealth Management](https://www.coforge.com/hs-fs/hubfs/Businesswoman%20using%20digital%20tablet%20in%20the%20office.jpeg?width=1000&height=667&name=Businesswoman%20using%20digital%20tablet%20in%20the%20office.jpeg)
![Coforge offers comprehensive technology solutions for Asset & Wealth Management](https://www.coforge.com/hs-fs/hubfs/Blue%20virtual%20technology%20background%20with%20lines%20and%20grids.jpeg?width=1000&height=600&name=Blue%20virtual%20technology%20background%20with%20lines%20and%20grids.jpeg)
![Portrait of a serious businesswoman using laptop in office-1](https://www.coforge.com/hubfs/Portrait%20of%20a%20serious%20businesswoman%20using%20laptop%20in%20office-1.jpg)
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.
Showcase
Our Work
TESTIMONIAL
What Our Clients Have To Say
![VP, Global Investment Operations VP, Global Investment Operations](https://www.coforge.com/hubfs/Image_Testimonial_8.jpg)
Thank you so much for your help! We would not have been able to meet the customer’s expectations without the team’s assistance. I appreciate your partnership.
VP, Global Investment Operations
Top 25 U.S. Bank