Modern brokerage platforms need to answer investors’ most important questions - intuitively and in natural language. Expero’s partnership with Pebble provides transformative, personalized investing experiences, leveraging accurate and compliant AI.
Expero clients can leverage Pebble’s portfolio analysis and narrative engines which deliver high-quality, real-time portfolio and security-level insights. These capabilities enable traditional in-app experiences as well as conversation experiences with agentic AI.
Cost effective, customizable, interoperable and highly extensible software, implemented in minimal time
Rapidly integrate a wide variety of data from multiple sources — from external market data feeds, APIs, or internal reference data
Deliver data into a wide range of components such as grids and charts
Allow users to define calculations on top of data
Allow users to build their own alerts
Increase Revenue & Lower Risk With Modern UI & Tech Stack In 3-6 Months
Discover the trusted clients that have we have partnered with:
Expero + Pebble turn global signals into AI-powered insights so digital wealth firms can stand out, engage users, and scale faster.
Join our expert panel to explore the future of wealth management, including AI, goal-based planning, modern portfolio construction, and enterprise adoption strategies. Discover how leading firms are leveraging technology to enhance decision-making, empower clients, and drive growth.
Discover the top digital wealth trends for 2025, including data-driven investing, real-time market data, and hybrid advisory models. Learn how wealth platforms are evolving to meet investor expectations.