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Building on Digital Transformation - Integrating, Scaling, and Streamlining Wealth Management for the Future

2/19/25 11:00

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Finance
Solutions

Integrated and interconnected applications for the front, middle, and back office

We deliver modern and intuitive solutions for even the most demanding of expert users in finance with groundbreaking user experiences. Harness advanced analytics and insights for expert users in wealth, asset management, banking or insurance.

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Finance
The Challenge

Overwhelmed by choices to modernize yet hampered by expensive legacy technology, picking the right transformation path is fraught with risk

Attempting to drive revenues, lower risk, or find hidden efficiencies, financial organizations must find ways to bring disparate systems and applications together. The problem is fragmented data located across a wide variety of platforms means tinkering at the edges isn’t moving the needle, but wholesale change is too risky. Teams can’t trust the data. Workflows are siloed and data is disconnected which slows everything down. Data and analytics must be integrated to enhance collaboration and improve decision making.

Key Use Cases

Finance - Compliance Data Flow Analytics

Compliance Data Flow Analytics

Finance - Asset Management & Analytics

Asset Management & Analytics

Finance - Front & Mid Office Applications

Front & Mid Office Applications

Finance - Trade & Holdings Optimization

Trade & Holdings Optimization

Finance - Compliance & Connected Data

Connected Data

Finance - Modernize Finance Desktop

Modernize Finance Desktop

How we help

Bring products to market faster, reduce costs, and drive operational efficiency

We take a multidisciplinary approach, accelerated by our stress-tested planning, and enabled by our proprietary development for finance to find the perfect blend of technology, innovation and process optimization to hit your objectives. Our teams understand the finance landscape and thrive on the complex problems around data integration, analytics and presentation. Whether through custom software development or by taking advantage of our out-of-the-box software accelerators, we get you moving fast.

Modernize

Intuitive digital experiences

Our skilled teams work closely with you to stabilize, enhance and ultimately replace existing legacy technology with beautifully designed user-centric solutions. 

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Synthesize

Turn data into user insights

Whether it’s research, news, market, or internal data, we integrate and deliver it to the point of consumption as an analytic, alert or insight. 

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Accelerate

Faster solution delivery

We deliver solutions quickly, enabled by our proprietary Connected Finance platform - built to accelerate time to market for even the most complex challenges. 

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Our impact

Innovative solutions in complex areas for the most demanding clients

We design, build, and implement cutting-edge solutions that improve user experience while addressing complex technical challenges such as scalability and system integration. 

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New Product Innovation

Designed and implemented a novel auction platform & OMS for trading US treasuries in partnership with Broadway Technologies and Openfin.

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Modernization

Modernized a legacy portfolio management system through considered strategy, integration, and backend re-engineering.

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Advanced Analytics

For a major exchange, built a portfolio risk modeling and reporting platform enabling proprietary analytics to be run and reported on at scale in a fully customizable fashion.

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Data Unification

Unifying data across commercial, retail and investment banking systems, produced an entitlements graph for real-time enterprise wide queries to power a wide range of digital experiences.

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Complex Visualization

Built a suite of configurable web applications (such as screeners and charts) that deliver Morningstar mutual fund, ETF and Equities data and analytics into Adviso and Investor workflows.

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Compliance & Trading

Enhanced a complex debt instrument PMS: Improved backend, performance, alerts, user workspaces, UX, and introduced a mobile trading assistant for faster trades.

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Our
Finance
Partners

Innovating with market-leading partners 

Openfin
Morningstar
Outcomes

End user solutions for business outcomes: speed to insight, speed to action, higher productivity

Expero enables firms to transform and innovate faster, empowering expert users through intuitive and highly connected applications and workflows. We put your experts in control and give them the data they need when they need it. Surface operational data to expert users, beautifully and seamlessly to drive revenues. 

Modernize the Finance Desktop

Empower your expert users with intuitively designed and fully configurable dashboards so they can focus on servicing customers and worry less about finding the information they need.

Unify Siloed Data

Make data available and bring disconnected data streams into one seamless workflow independent of its source and format.

High-Powered Analytics and Reporting

Implement real-time alerts and decision analytics to make the next best action every time. Stay ahead of risk and compliance concerns and use dynamic data to trigger key workflows.

Future Proofed for AI

Modern tooling and architecture means that solutions are “AI ready” allowing implementation of the technology as a simple upgrade, not a fundamental rewrite.

Workflow Management

Validated and accurate data help streamline operations and make it simple to automate certain actions. Our workflow management tools drive efficiencies in your workflows and save valuable time.

Modernize the Finance Desktop
Modernize the Finance Desktop
Modernize the Finance Desktop
Modernize the Finance Desktop
Modern Finance Desktop
Features
Modern Finance Desktop
Modern Finance Desktop
Modern Finance Desktop
Modern Finance Desktop
Optimal delivery

Intelligent design and modern engineering

Whether we use our cutting-edge, modular software or design and deliver a custom solution, Expero’s teams can help you innovate and bring products to market, fast.

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https://player.vimeo.com/video/554448266
Finance

Transform Buy And Sell Operations Fast

Our fully configurable Connected Finance Software solution bolts onto your existing infrastructure. It enables you to rapidly implement transformative dashboards and unified desktop views to improve the performance of front and mid-office applications without ripping out what you have already.

Discover Opportunities

Analyze diverse datasets in real-time, identify trends, and act swiftly on emerging investment themes or market events.

Research

Access real-time news and events to stay informed on market shifts and respond proactively.

Portfolio Analysis

Integrate data to evaluate performance, risk, and allocation—delivering smarter, data-driven investment decisions

Hybrid Advisory

Strengthen advisory services with digital tools, enabling more meaningful, theme-driven client conversations.

Featured modules
Featured industries

Capital Markets

Banking

Wealth Management

Asset Management & Trading

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insights gallery

Our thinking

Dive into our world and find out what we have to say about technology, UX, and software development.

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Upcoming Event

Building on Digital Transformation - Integrating, Scaling, and Streamlining Wealth Management for the Future

This session builds upon the previous webinar's exploration of digital transformation in wealth management. It delves into the convergence of wealth/asset management with banking, insurance, and planning, focusing on hybrid digital solutions and emerging technologies. Topics include integrating traditional and digital practices, scaling advisor impact (fractional investing, platform services), streamlining operations, the future of financial planning (AI), and meeting evolving client expectations. Provides a roadmap for implementing digital strategies and capitalizing on emerging trends.
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Healthcare Round Table with Graph and Kafka

Healthcare with Graph and Kafka

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How Graph Visualizations Can Increase Customer Loyalty

Use Keylines to increase customer loyalty from within your graph database.

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Case Study

Valent U.S.A. LLC

Use machine learning to forecast crop growth.

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Let’s modernize together

Together we can accelerate your journey to a fully automated finance desktop and interconnected platform. Let’s elevate your operation to the next generation.