Meet the Expero team on the road this summer in Toronto, New York City, and Boston!
Building on Digital Transformation - Integrating, Scaling, and Streamlining Wealth Management for the Future
2/19/25 11:00
CT
Trends in Digital Wealth Management with Forward Thinkers
<svg width="100%" height="100%" viewBox="0 0 24 25" fill="none" xmlns="http://www.w3.org/2000/svg"> <path fill-rule="evenodd" clip-rule="evenodd" d="M11.999 8.5C11.1706 8.5 10.499 9.17157 10.499 10C10.499 10.8284 11.1706 11.5 11.999 11.5C12.8275 11.5 13.499 10.8284 13.499 10C13.499 9.17157 12.8275 8.5 11.999 8.5ZM8.99902 10C8.99902 8.34315 10.3422 7 11.999 7C13.6559 7 14.999 8.34315 14.999 10C14.999 11.6569 13.6559 13 11.999 13C10.3422 13 8.99902 11.6569 8.99902 10Z" fill="currentColor"/> <path fill-rule="evenodd" clip-rule="evenodd" d="M11.9693 12.2506C11.9891 12.2498 12.0089 12.2498 12.0286 12.2506C14.1295 12.3337 15.9313 13.7752 16.4736 15.8066C16.5804 16.2068 16.3426 16.6178 15.9424 16.7246C15.5422 16.8315 15.1312 16.5936 15.0243 16.1934C14.6542 14.8069 13.4301 13.8202 11.999 13.7507C10.5678 13.8202 9.34375 14.8069 8.97359 16.1934C8.86675 16.5936 8.45572 16.8315 8.05552 16.7246C7.65532 16.6178 7.4175 16.2068 7.52434 15.8066C8.06663 13.7752 9.86848 12.3337 11.9693 12.2506Z" fill="currentColor"/> <path fill-rule="evenodd" clip-rule="evenodd" d="M11.999 1.75C11.3777 1.75 10.874 2.25368 10.874 2.875C10.874 3.49632 11.3777 4 11.999 4C12.6203 4 13.124 3.49632 13.124 2.875C13.124 2.25368 12.6203 1.75 11.999 1.75ZM9.37402 2.875C9.37402 1.42525 10.5493 0.25 11.999 0.25C13.4488 0.25 14.624 1.42525 14.624 2.875C14.624 4.32475 13.4488 5.5 11.999 5.5C10.5493 5.5 9.37402 4.32475 9.37402 2.875Z" fill="currentColor"/> <path fill-rule="evenodd" clip-rule="evenodd" d="M21.374 11.125C20.7527 11.125 20.249 11.6287 20.249 12.25C20.249 12.8713 20.7527 13.375 21.374 13.375C21.9953 13.375 22.499 12.8713 22.499 12.25C22.499 11.6287 21.9953 11.125 21.374 11.125ZM18.749 12.25C18.749 10.8003 19.9243 9.625 21.374 9.625C22.8238 9.625 23.999 10.8003 23.999 12.25C23.999 13.6997 22.8238 14.875 21.374 14.875C19.9243 14.875 18.749 13.6997 18.749 12.25Z" fill="currentColor"/> <path fill-rule="evenodd" clip-rule="evenodd" d="M11.999 20.5C11.3777 20.5 10.874 21.0037 10.874 21.625C10.874 22.2463 11.3777 22.75 11.999 22.75C12.6203 22.75 13.124 22.2463 13.124 21.625C13.124 21.0037 12.6203 20.5 11.999 20.5ZM9.37402 21.625C9.37402 20.1753 10.5493 19 11.999 19C13.4488 19 14.624 20.1753 14.624 21.625C14.624 23.0747 13.4488 24.25 11.999 24.25C10.5493 24.25 9.37402 23.0747 9.37402 21.625Z" fill="currentColor"/> <path fill-rule="evenodd" clip-rule="evenodd" d="M2.62402 11.125C2.0027 11.125 1.49902 11.6287 1.49902 12.25C1.49902 12.8713 2.0027 13.375 2.62402 13.375C3.24534 13.375 3.74902 12.8713 3.74902 12.25C3.74902 11.6287 3.24534 11.125 2.62402 11.125ZM-0.000976562 12.25C-0.000976562 10.8003 1.17428 9.625 2.62402 9.625C4.07377 9.625 5.24902 10.8003 5.24902 12.25C5.24902 13.6997 4.07377 14.875 2.62402 14.875C1.17428 14.875 -0.000976562 13.6997 -0.000976562 12.25Z" fill="currentColor"/> <path fill-rule="evenodd" clip-rule="evenodd" d="M15.8508 4.07447C16.0581 3.7159 16.5169 3.59334 16.8755 3.80072C18.359 4.65868 19.5913 5.89099 20.4492 7.37447C20.6566 7.73303 20.5341 8.19182 20.1755 8.39919C19.8169 8.60657 19.3581 8.484 19.1508 8.12544C18.4242 6.86923 17.3807 5.82572 16.1245 5.09919C15.766 4.89182 15.6434 4.43303 15.8508 4.07447Z" fill="currentColor"/> <path fill-rule="evenodd" clip-rule="evenodd" d="M20.1755 16.1008C20.5341 16.3081 20.6566 16.7669 20.4492 17.1255C19.5913 18.609 18.359 19.8413 16.8755 20.6992C16.5169 20.9066 16.0581 20.7841 15.8508 20.4255C15.6434 20.0669 15.766 19.6081 16.1245 19.4008C17.3807 18.6742 18.4242 17.6307 19.1508 16.3745C19.3581 16.016 19.8169 15.8934 20.1755 16.1008Z" fill="currentColor"/> <path fill-rule="evenodd" clip-rule="evenodd" d="M3.82459 16.1008C4.18315 15.8934 4.64194 16.016 4.84931 16.3745C5.57584 17.6307 6.61935 18.6742 7.87556 19.4008C8.23413 19.6081 8.35669 20.0669 8.14931 20.4255C7.94194 20.7841 7.48315 20.9066 7.12459 20.6992C5.64111 19.8413 4.4088 18.609 3.55084 17.1255C3.34346 16.7669 3.46603 16.3081 3.82459 16.1008Z" fill="currentColor"/> <path fill-rule="evenodd" clip-rule="evenodd" d="M8.14931 4.07447C8.35669 4.43303 8.23413 4.89182 7.87556 5.09919C6.61935 5.82572 5.57584 6.86923 4.84931 8.12544C4.64194 8.484 4.18315 8.60657 3.82459 8.39919C3.46603 8.19182 3.34346 7.73303 3.55084 7.37447C4.4088 5.89099 5.64111 4.65868 7.12459 3.80072C7.48315 3.59334 7.94194 3.7159 8.14931 4.07447Z" fill="currentColor"/> </svg>
UX & Design
<svg width="100%" height="100%" viewBox="0 0 25 25" fill="none" xmlns="http://www.w3.org/2000/svg"> <ellipse cx="10.499" cy="5.31988" rx="1.5" ry="1.44" stroke="currentColor" stroke-width="1.5" stroke-linecap="round" stroke-linejoin="round"/> <path d="M12 5.32007H19.5" stroke="currentColor" stroke-width="1.5" stroke-linecap="round" stroke-linejoin="round"/> <path d="M6 5.32007H9" stroke="currentColor" stroke-width="1.5" stroke-linecap="round" stroke-linejoin="round"/> <ellipse cx="14.999" cy="11.0799" rx="1.5" ry="1.44" stroke="currentColor" stroke-width="1.5" stroke-linecap="round" stroke-linejoin="round"/> <path d="M13.5 11.0801H6" stroke="currentColor" stroke-width="1.5" stroke-linecap="round" stroke-linejoin="round"/> <path d="M19.5 11.0801H16.5" stroke="currentColor" stroke-width="1.5" stroke-linecap="round" stroke-linejoin="round"/> <path d="M14.249 18.28C14.3344 19.8235 14.8527 21.3161 15.749 22.6H9.74902C10.6454 21.3161 11.1636 19.8235 11.249 18.28" stroke="currentColor" stroke-width="1.5" stroke-linecap="round" stroke-linejoin="round"/> <path d="M7.5 22.6001H18" stroke="currentColor" stroke-width="1.5" stroke-linecap="round" stroke-linejoin="round"/> <path d="M1.5 15.3999H24" stroke="currentColor" stroke-width="1.5" stroke-linecap="round" stroke-linejoin="round"/> <rect x="1.5" y="1" width="22.5" height="17.28" rx="1.5" stroke="currentColor" stroke-width="1.5" stroke-linecap="round" stroke-linejoin="round"/> </svg>
Custom Software Development
<svg width="100%" height="100%" viewBox="0 0 26 25" fill="none" xmlns="http://www.w3.org/2000/svg"> <path d="M9.24597 19.5L13.216 15.53C13.3566 15.3892 13.5475 15.3102 13.7465 15.3102C13.9455 15.3102 14.1363 15.3892 14.277 15.53L16.216 17.469C16.3566 17.6098 16.5475 17.6888 16.7465 17.6888C16.9455 17.6888 17.1363 17.6098 17.277 17.469L21.246 13.5" stroke="currentColor" stroke-width="1.5" stroke-linecap="round" stroke-linejoin="round"/> <rect x="1.74597" y="0.75" width="22.5" height="22.5" rx="1.5" stroke="currentColor" stroke-width="1.5" stroke-linecap="round" stroke-linejoin="round"/> <circle cx="9.24597" cy="8.25" r="4.5" stroke="currentColor" stroke-width="1.5" stroke-linecap="round" stroke-linejoin="round"/> <path d="M9.24597 3.75V8.25L12.428 11.432" stroke="currentColor" stroke-width="1.5" stroke-linecap="round" stroke-linejoin="round"/> <path d="M17.496 5.25H20.496" stroke="currentColor" stroke-width="1.5" stroke-linecap="round" stroke-linejoin="round"/> <path d="M17.496 8.25H20.496" stroke="currentColor" stroke-width="1.5" stroke-linecap="round" stroke-linejoin="round"/> </svg>
Advanced Analytics
<svg width="100%" height="100%" viewBox="0 0 25 25" fill="none" xmlns="http://www.w3.org/2000/svg"> <circle cx="13.75" cy="10.75" r="3.75" stroke="currentColor" stroke-width="1.5" stroke-linecap="round" stroke-linejoin="round"/> <circle cx="21.25" cy="3.25" r="2.25" stroke="currentColor" stroke-width="1.5" stroke-linecap="round" stroke-linejoin="round"/> <circle cx="21.25" cy="16" r="2.25" stroke="currentColor" stroke-width="1.5" stroke-linecap="round" stroke-linejoin="round"/> <circle cx="13.75" cy="21.25" r="2.25" stroke="currentColor" stroke-width="1.5" stroke-linecap="round" stroke-linejoin="round"/> <circle cx="3.25" cy="21.25" r="2.25" stroke="currentColor" stroke-width="1.5" stroke-linecap="round" stroke-linejoin="round"/> <circle cx="4" cy="5.5" r="2.25" stroke="currentColor" stroke-width="1.5" stroke-linecap="round" stroke-linejoin="round"/> <path d="M16.401 8.10009L19.661 4.84009" stroke="currentColor" stroke-width="1.5" stroke-linecap="round" stroke-linejoin="round"/> <path d="M17.044 12.5439L19.329 14.8289" stroke="currentColor" stroke-width="1.5" stroke-linecap="round" stroke-linejoin="round"/> <path d="M13.75 14.5V19" stroke="currentColor" stroke-width="1.5" stroke-linecap="round" stroke-linejoin="round"/> <path d="M11.101 13.3989L4.84003 19.6599" stroke="currentColor" stroke-width="1.5" stroke-linecap="round" stroke-linejoin="round"/> <path d="M10.251 9.40111L5.85999 6.76611" stroke="currentColor" stroke-width="1.5" stroke-linecap="round" stroke-linejoin="round"/> </svg>
Knowledge Graphs
<svg width="69" height="68" viewBox="0 0 69 68" fill="none" xmlns="http://www.w3.org/2000/svg"> <path d="M26.1641 50.6594L34.9849 41.8385C35.2974 41.5258 35.7215 41.3501 36.1636 41.3501C36.6058 41.3501 37.0298 41.5258 37.3423 41.8385L41.6505 46.1467C41.9631 46.4595 42.3871 46.6352 42.8292 46.6352C43.2714 46.6352 43.6954 46.4595 44.0079 46.1467L52.8266 37.3281" stroke="currentColor" stroke-width="3.21" stroke-linecap="round" stroke-linejoin="round"/> <path d="M44.4922 19H51.1578" stroke="currentColor" stroke-width="3.21" stroke-linecap="round" stroke-linejoin="round"/> <path d="M44.4922 25.6641H51.1578" stroke="currentColor" stroke-width="3.21" stroke-linecap="round" stroke-linejoin="round"/> <path fill-rule="evenodd" clip-rule="evenodd" d="M9.50344 7.39062C8.61702 7.39062 7.89844 8.10921 7.89844 8.99563V58.9878C7.89844 59.8742 8.61702 60.5928 9.50344 60.5928H59.4956C60.382 60.5928 61.1006 59.8742 61.1006 58.9878V8.99563C61.1006 8.10921 60.382 7.39062 59.4956 7.39062H9.50344ZM11.1084 57.3828V10.6006H57.8906V57.3828H11.1084ZM30.7019 16.1558H29.9876V14.7182L29.981 14.6209C29.9336 14.2711 29.6337 14.0015 29.2709 14.0015C28.8751 14.0015 28.5542 14.3223 28.5542 14.7182V16.1558H24.968V14.7182L24.9615 14.6209C24.914 14.2711 24.6142 14.0015 24.2514 14.0015C23.8555 14.0015 23.5347 14.3223 23.5347 14.7182V16.1558H19.9524V14.7182L19.9459 14.6209C19.8984 14.2711 19.5985 14.0015 19.2357 14.0015C18.8399 14.0015 18.5191 14.3223 18.5191 14.7182V16.1558H17.8019C16.6145 16.1558 15.6519 17.1184 15.6519 18.3058V19.0191H14.2201L14.1229 19.0256C13.7731 19.0731 13.5034 19.3729 13.5034 19.7357C13.5034 20.1315 13.8243 20.4524 14.2201 20.4524H15.6519V24.0366H14.2201L14.1229 24.0432C13.7731 24.0906 13.5034 24.3905 13.5034 24.7533C13.5034 25.1491 13.8243 25.47 14.2201 25.47H15.6519V29.0542H14.2201L14.1229 29.0608C13.7731 29.1082 13.5034 29.4081 13.5034 29.7709C13.5034 30.1667 13.8243 30.4876 14.2201 30.4876H15.6519V31.2058C15.6519 32.3932 16.6145 33.3558 17.8019 33.3558H18.5191V34.7881L18.5256 34.8853C18.5731 35.2351 18.8729 35.5047 19.2357 35.5047C19.6315 35.5047 19.9524 35.1839 19.9524 34.7881V33.3558H23.5347V34.7881L23.5412 34.8853C23.5887 35.2351 23.8885 35.5047 24.2514 35.5047C24.6472 35.5047 24.968 35.1839 24.968 34.7881V33.3558H28.5542V34.7881L28.5608 34.8853C28.6082 35.2351 28.9081 35.5047 29.2709 35.5047C29.6667 35.5047 29.9876 35.1839 29.9876 34.7881V33.3558H30.7019C31.8893 33.3558 32.8519 32.3932 32.8519 31.2058V30.4876H34.2881L34.3853 30.481C34.7351 30.4336 35.0047 30.1337 35.0047 29.7709C35.0047 29.3751 34.6839 29.0542 34.2881 29.0542H32.8519V25.47H34.2881L34.3853 25.4634C34.7351 25.416 35.0047 25.1161 35.0047 24.7533C35.0047 24.3575 34.6839 24.0366 34.2881 24.0366H32.8519V20.4524H34.2881L34.3853 20.4459C34.7351 20.3984 35.0047 20.0985 35.0047 19.7357C35.0047 19.3399 34.6839 19.0191 34.2881 19.0191H32.8519V18.3058C32.8519 17.1184 31.8893 16.1558 30.7019 16.1558ZM17.0855 19.7793V24.7097C17.0863 24.7241 17.0868 24.7387 17.0868 24.7533C17.0868 24.7679 17.0863 24.7825 17.0855 24.7969V29.7273C17.0863 29.7417 17.0868 29.7563 17.0868 29.7709C17.0868 29.7855 17.0863 29.8 17.0855 29.8145V31.2021C17.0855 31.5979 17.4063 31.9188 17.8021 31.9188H30.7021C31.0979 31.9188 31.4188 31.5979 31.4188 31.2021V18.3021C31.4188 17.9063 31.0979 17.5855 30.7021 17.5855H17.8021C17.4063 17.5855 17.0855 17.9063 17.0855 18.3021V19.6922C17.0863 19.7066 17.0868 19.7211 17.0868 19.7357C17.0868 19.7504 17.0863 19.7649 17.0855 19.7793Z" fill="currentColor"/> <path d="M17.8026 17.5859H30.7026C31.0984 17.5859 31.4193 17.9068 31.4193 18.3026V31.2026C31.4193 31.5984 31.0984 31.9193 30.7026 31.9193H17.8026C17.4068 31.9193 17.0859 31.5984 17.0859 31.2026V18.3026C17.0859 17.9068 17.4068 17.5859 17.8026 17.5859Z" fill="currentColor"/> </svg>
Artificial Intelligence
<svg width="100%" height="100%" viewBox="0 0 26 25" fill="none" xmlns="http://www.w3.org/2000/svg"> <path fill-rule="evenodd" clip-rule="evenodd" d="M1.75098 1.49991C1.75053 1.19119 1.93929 0.913734 2.22661 0.800796C2.51392 0.687859 2.84109 0.762514 3.05098 0.988907L11.851 10.9759C12.3889 11.5522 12.3889 12.4466 11.851 13.0229L3.05098 23.0089C2.84097 23.2354 2.51355 23.31 2.22614 23.1968C1.93873 23.0836 1.75011 22.8058 1.75098 22.4969V1.49991Z" stroke="currentColor" stroke-width="1.5" stroke-linecap="round" stroke-linejoin="round"/> <path d="M7.75096 17.671V22.5C7.7501 22.8089 7.93871 23.0867 8.22612 23.1999C8.51354 23.3131 8.84095 23.2385 9.05096 23.012L17.851 13.026C18.3889 12.4496 18.3889 11.5553 17.851 10.979L9.04896 0.986954C8.83908 0.760561 8.51191 0.685906 8.22459 0.798843C7.93727 0.911781 7.74851 1.18924 7.74896 1.49795V6.32395" stroke="currentColor" stroke-width="1.5" stroke-linecap="round" stroke-linejoin="round"/> <path d="M13.751 17.671V22.5C13.7501 22.8089 13.9387 23.0867 14.2261 23.1999C14.5135 23.3131 14.841 23.2385 15.051 23.012L23.851 13.026C24.3889 12.4496 24.3889 11.5553 23.851 10.979L15.049 0.986954C14.8391 0.760561 14.5119 0.685906 14.2246 0.798843C13.9373 0.911781 13.7485 1.18924 13.749 1.49795V6.32395" stroke="currentColor" stroke-width="1.5" stroke-linecap="round" stroke-linejoin="round"/> </svg>
Connected Technology Accelerators
This page is still under construction.Looking for innovation?
