Operate in a seamless, data-driven user experience with Expero's Connected Finance platform built on Morningstar data, research and analytics. Accelerate your market launch and easily integrate with larger systems with our Connected platform's pre-build customizable components.
Enable effortless data and research navigation that leads end users to actionable insights. View data in one central location, examine crucial market analytics and review and compare valuable insights. Our collaboration with Morningstar leverages Morningstar’s high-performance APIs to deliver a rich end user experience, efficiently and at an affordable price.
Cost effective, customizable, interoperable and highly extensible software, for asset management, wealth management (advisor workflows) and client portals.
Customization through configuration
Rapid integration of of multiple data sets — from external market data feeds, APIs or internal reference data
Deliver data into a wide range of configurable components such as grids and charts
Custom components can be built for customers leveraging Expero’s design and engineering teams
Open framework allows third party components to be easily added
End user controls that allow for individual configuration and personalization
AI Ready
Easy to configure, onboard and expand
Extensible
Interoperable
Investment research & portfolio analytics
AI powered decision support
Risk Profiling and Portfolio Risk Score
On-the-fly calculations
Instant portfolio aggregation
Morningstar data and tools
Personalized output metrics
Full market universe of investments
Regulatory, ESG, Ratings, & Risk content
Morningstar proprietary data
Custom Data integration
Development of new capabilities
Expansion of data and research
Usage data informing roadmap
Integration of latest technologies
Watch our webinar and learn to modernize finance desktops with FDC3 & OpenFin. Streamline development, enhance UX, and future-proof apps.
Connected Jetpack: An AI-assisted analytics module for navigating complex data and generating actionable insights!
Wealth managers struggle with data overload. Jetpack, powered by Generative AI, helps extract insights, streamline workflows & enhance client service. Learn how it works!
Uncover the impact of technology on wealth management in 2024. This webinar dives deep into optimizing workflows, crafting user-friendly digital experiences, and leveraging AI for efficient portfolio management and personalized investment strategies. Additionally, the session will address ethical considerations, cybersecurity risks, and the impact of data privacy and regulations.
Listen as guests join us from OpenFin and Microsoft to discuss how AI is influencing the financial desktop and what new technologies are on the rise.
During this webinar we provide an in-depth look at the challenges of trade surveillance and how financial institutions can use technology and best practices to protect themselves from financial crimes.