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World-Class Financial Data, Research And Analytics Solutions Beautifully Rendered

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.

Cost effective, customizable, interoperable and highly extensible software, for asset management, wealth management (advisor workflows) and client portals.

Connected Banking and Finance allows you tO:
  • 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

Advisor and Client Workflows

Tailor-made to your firm’s specific needs, while built on a scalable open platform

  • 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

Learn More About Morningstar

Expero is a proud Morningstar Premium ServiceDelivery Partner

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Connected Jetpack

Connected Jetpack: An AI-assisted analytics module for navigating complex data and generating actionable insights!

Drive Revenue Growth in Wealth Management with Jetpack: A Powerful Generative AI Solution

Wealth managers struggle with data overload. Jetpack, powered by Generative AI, helps extract insights, streamline workflows & enhance client service. Learn how it works!

The Future of Finance: Navigating the WealthTech Revolution in 2024

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.

The Future Of Workflow And The Financial Desktop

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.

Technology Solutions for Trade Surveillance

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.

The Art of Building Front End Applications for Capital Markets

The webinar will delve into key considerations when designing front-end applications for capital markets, including how to incorporate real-time data visualization and analysis.

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