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.
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
Easy to configure, onboard and expand
Investment research & portfolio analytics
AI powered decision support
Risk Profiling and Portfolio Risk Score
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
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.
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.
The wealth management industry in the United States is facing a number of significant trends and challenges, as a confluence of forces converge on the industry. During this webinar, our panelists discuss trends and technology that they expect to see in the wealth management space in 2023.
During this webinar, our speakers from Expero and Microsoft discuss expected trends in 2023 for Financial Crimes.
The second webinar in a series on the future of the financial desktop. We will identify how to unlock new technology and show how ML techniques can be used with existing technology to drive productivity.