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.
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.
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.
Our skilled teams work closely with you to stabilize, enhance and ultimately replace existing legacy technology with beautifully designed user-centric solutions.
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.
We deliver solutions quickly, enabled by our proprietary Connected Finance platform - built to accelerate time to market for even the most complex challenges.
We design, build, and implement cutting-edge solutions that improve user experience while addressing complex technical challenges such as scalability and system integration.
Designed and implemented a novel auction platform & OMS for trading US treasuries in partnership with Broadway Technologies and Openfin.
Modernized a legacy portfolio management system through considered strategy, integration, and backend re-engineering.
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.
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.
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.
Enhanced a complex debt instrument PMS: Improved backend, performance, alerts, user workspaces, UX, and introduced a mobile trading assistant for faster trades.
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.
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.
Make data available and bring disconnected data streams into one seamless workflow independent of its source and format.
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.
Modern tooling and architecture means that solutions are “AI ready” allowing implementation of the technology as a simple upgrade, not a fundamental rewrite.
Expero delivers intuitive software solutions for expert users that are robust, intuitive and simple to use. We deliver transformation in even the most complex environments and give you the tools to continue your growth.
Intuitively designed, customizable dashboards and front-end applications simplify data display for expert users to leverage in any scenario.
Machine learning and graph technology supercharge analytical capabilities to enhance scenario planning, improve decision-making, and fuel future growth.
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.
Eliminating siloed data to build a cohesive platform provides a single source of truth for deep analysis and surgical reporting functionality.
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.
Our Connected solution empowers your buy and sell teams to work faster and more accurately.
Transform the capabilities of legacy infrastructure and build smart, adaptable systems.
Curate and integrate disparate datasets into easily intelligible dashboards.
Enable automation, streamline workflows, and make it simple to take new products to market.
Dive into our world and find out what we have to say about technology, UX, and software development.
Wealth managers struggle with data overload. Jetpack, powered by Generative AI, helps extract insights, streamline workflows & enhance client service. Learn how it works!
During this panel discussion with industry experts on how the future of the financial desktop is evolving, we talk through different ways enterprises and solution providers should be thinking about their desktop strategies.
Structured Finance investors often miss opportunities to maximize portfolios due to a lack of state of the art tools and processes.