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Kora Wealth Management

Kora Wealth Management is a comprehensive wealth and investment management platform that provides portfolio management, custody services, investment fund administration, financial planning, and estate planning through a unified API. Built for private banks, wealth managers, asset managers, and fintechs across Africa and globally.

What you can do​

  • Portfolio Management — Create and manage investment portfolios with multi-asset class support. Track holdings, performance, rebalancing, and risk metrics in real time.
  • Custody Services — Safekeep client assets with full position tracking, corporate action processing, settlement management, and regulatory reporting.
  • Investment Funds — Administer mutual funds, unit trusts, and alternative investment vehicles. Handle subscriptions, redemptions, NAV calculations, and fee accruals.
  • Fixed Income & Bonds — Manage bond portfolios with coupon tracking, yield calculations, maturity laddering, and interest accrual accounting.
  • Financial Planning — Build comprehensive financial plans with goal-based projections, cash flow modeling, tax optimization strategies, and scenario analysis.
  • Retirement Planning — Create retirement projections with contribution modeling, drawdown strategies, pension fund integration, and longevity risk assessment.
  • Estate Planning — Manage estate plans with asset inventories, beneficiary designations, trust structures, and succession planning tools.

How it works​

Kora Wealth Management integrates with your banking platform and market data providers to deliver a complete investment management experience.

┌─────────────┐     ┌─────────────┐     ┌─────────────┐
│  Your Server │────▶│  Wealth     │────▶│  Your Server │
│  (requests)  │     │  Mgmt API   │     │  (webhook)   │
└──────────────┘     └──────┬──────┘     └──────────────┘
                            │
              ┌─────────────┼─────────────┐
              │             │             │
        ┌─────▼─────┐ ┌────▼────┐ ┌──────▼──────┐
        │ Portfolio  │ │ Fund    │ │  Financial  │
        │ Engine     │ │ Admin   │ │  Planning   │
        └────────────┘ └─────────┘ └─────────────┘
  1. Create portfolios with target allocations and investment mandates
  2. Add holdings by recording trades, transfers, or corporate actions
  3. Track performance with time-weighted and money-weighted return calculations
  4. Rebalance portfolios against target allocations with automated trade generation
  5. Generate reports for clients, regulators, and internal stakeholders

Who it's for​

  • Private banks offering discretionary and advisory portfolio management
  • Asset managers administering pooled investment vehicles and segregated mandates
  • Wealth advisors building financial plans and managing client portfolios
  • Pension fund administrators tracking contributions, investments, and drawdowns
  • Fintechs building robo-advisory and digital wealth management products

Next steps​