Expero's CONNECTED Finance platform empowers teams of financial professionals and individual investors alike, turning data into actionable insights. With seamless integration and customization, it accelerates time to value and delivers impactful, decision-driven experiences.
Data only adds value when it drives decisions. CONNECTED Finance turns market intelligence and wealth management data into actionable insights by rapidly integrating internal and external data. With unmatched speed, scalability, and flexibility, the fully configurable platform fits seamlessly into your infrastructure, accelerating time to value and delivering results.
Showcase your funds where the decisions get made.
Your funds deserve more than a PDF fact sheet. Our digital screeners power secure, fully branded web portals that put your ETFs and mutual funds in front of advisors, gatekeepers, and institutional researchers with the depth they expect and the polish your brand demands. Built-in fund reviews, risk analytics, and comparison tools let prospects evaluate your lineup with confidence, while enterprise-grade security and access controls keep proprietary data protected. Turn your portal into a research destination, not just a download library.
Give every investor the research firepower of a pro.
Today's self-directed traders want more than a ticker and a chart, they want clarity. Our embedded fund screeners bring institutional-grade ETF and mutual fund research directly into your trading platform, with intuitive filters, side-by-side comparisons, plain-language risk analysis, and digestible fund reviews that help retail investors make confident decisions in seconds. Faster discovery means more trades, deeper engagement, and a stickier platform without sending your users anywhere else to do their homework.
Research, analyze, and recommend, all in your advisors' workflow.
RIAs don't have time to toggle between five tools to build a portfolio. Our screeners integrate seamlessly into your portfolio management platform, giving advisors a unified research experience for screening ETFs and mutual funds, running risk analysis, comparing holdings, and surfacing fund reviews—right alongside the client accounts they're managing. The result: faster due diligence, more defensible recommendations, and more time spent on client relationships instead of data wrangling. Built for the way modern wealth teams work.
A modern home for your strategies and models.
Advisors are increasingly turning to SMAs, model portfolios, and managed strategies, but most distribution experiences still feel stuck in the past. We build modern, fully branded web portals that let advisors browse, evaluate, and compare your investment strategies and models with the same ease they'd expect from any leading consumer app. From performance and risk analytics to allocation breakdowns, side-by-side comparisons, and strategy reviews, everything advisors need to gain conviction lives in one polished digital experience. Make your models easier to discover, easier to understand, and easier to choose.
CONNECTED Finance offers container-agnostic, highly customizable UI components that work seamlessly across Web, Mobile, and FDC3 environments. These modules provide a unified experience, deployable across platforms for consistent performance, scalability, and adaptability.
Deep analysis of portfolios, made possible by Morningstar’s X-Ray product. Highlighting asset allocation, regional weightings, style weightings, overlapped holdings and more to give full understanding of an investor’s holdings.
Evaluate how different portfolios will behave under historically dangerous circumstances, highlighting potential drawdowns and comparing different portfolios’ resilience.
We help investors find investments through a powerful multi-asset-class screener enabled to search large investment universes with predefined smart views, detailed user-defined queries, including natural language conversations.
Guided conversations enable an interface to be intuitive and gradually revealed to a user using conversations and suggestions, including reference to editorial and educational content.
Intuitive explanations of portfolio risk and performance to help users understand their situation and options.
Gorgeous and intuitive quotes, charts, fundamentals, details and other properties. Including the ability to highlight only important differences.
Trigger nudges and alerts on sophisticated portfolio analytics such as portfolio similarity, cash balance or asset concentrations: a foundational advice component.
View and search news articles, editorial content and upcoming economic events appropriate to the portfolio, including search and (where supported) AI insights.
Access detailed fund information, performance, holdings, distributions and downloadable reports to better understand and evaluate investments.
Expero partners with Morningstar for top-tier financial data and OpenFin for seamless platform delivery, ensuring the best in market intelligence and user experience.
These partnerships ensure best-in-class data and agile delivery, meeting your evolving needs with superior performance and flexibility.
Watch as our Connected Finance platform helps you synthesize, modernize, and accelerate your innovation.
Want to understand the platform in more detail and explore how it could work for your firm? We’ve curated a selection of materials to help you realize its potential and build a business case.
The conversation covers Expero’s recent pivot to focus exclusively on finance, its collaborative, multidisciplinary approach to product design and the growing role of predictive UX and generative AI in shaping the next generation of financial interfaces.
Generative AI is transforming financial UX from static dashboards into dynamic, decision-making partners. Instead of relying on users to interpret data, AI-driven interfaces proactively surface insights, adapt to context, and learn from behavior. This shift redefines the front end as a collaborator that serves experts who need transparency, everyday users who need clarity, and machines that will consume data directly. The firms that succeed will balance automation with human judgment while applying intelligence with purpose, rigor, and imagination.
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.
Get in touch to find out how to license our software and streamline your finance products and services. Pop your details into the form and one of our product experts will get back to you right away.
