Asset Management
Solutions

Turn Data into Strategy for Smarter Asset Management

Harness complex data, automate decision making, and deliver high-value client experiences. Expero equips asset managers with the tools to streamline operations, personalize portfolios, and stay ahead of market shifts.

Asset Management
The Challenge

Today’s asset managers need more

They’re expected to move fast, deliver results, and make data-driven decisions across increasingly complex portfolios.

But outdated systems, siloed data, and fragmented workflows stand in the way. To drive performance and improve collaboration, firms need connected data, streamlined processes, and analytics that empower action and unlock insight.

Key Use Cases

No items found.
Our impact
No items found.
Our
Asset Management
Partners

Innovating with market-leading partners 

No items found.
Finance

Launch Faster.

Scale Smarter.

Deliver innovation faster with modular components designed to integrate seamlessly with your existing systems– not replace them.

Featured modules
Featured industries
No items found.

Intuitive Asset Screening

Interactive Market Charts

Watchlist

Portfolio Construction

Portfolio Simulation

Portfolio Rebalancing

insights gallery

Our thinking

Dive into our world and find out what we have to say about technology, UX, and software development.

Building on Digital Transformation - Integrating, Scaling, and Streamlining Wealth Management for the Future

This session builds upon the previous webinar's exploration of digital transformation in wealth management. It delves into the convergence of wealth/asset management with banking, insurance, and planning, focusing on hybrid digital solutions and emerging technologies. Topics include integrating traditional and digital practices, scaling advisor impact (fractional investing, platform services), streamlining operations, the future of financial planning (AI), and meeting evolving client expectations. Provides a roadmap for implementing digital strategies and capitalizing on emerging trends.

Expero CoNNected Financial Crimes

Recent events have created increased focus on Financial Crimes attacks as well as Cyber, AML, and fraud attacks that are growing in sophistication creating losses in the billions.

Integrating UX and Agile

Producing great user experiences in an Agile environment can be a challenge. As a designer who has been working in the User Experience (UX) field for over 20 years and as part of Agile teams since 2006, I have truly come to embrace Agile. Dare I say, often I prefer it. As the product releases move ever faster, Agile, Kanban and other Lean methods are here to stay. It’s time for the UX field to get better educated on these topics and embrace change. Many aspects of Agile and Lean methodologies are good for UX. Here are a few tenets of going Agile-Lean that we should be using to our advantage:

Graph For Supply Chain

This post explores Graph For Supply Chain

Let’s build the next-gen of asset management together

Together, we can build innovative solutions that streamline operations and enhance decision-making to empower your firm to confidently deliver superior results and earn enduring client trust.