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But outdated systems, siloed data, and fragmented workflows stand in the way.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.

Fighting Financial Crimes with Graph Analytics- A Deep Dive

This discussion will go over how Graph and ML combine, as well as cover a demo of Anti-Fraud with Graph in action.

How to Get Your Modernization Project Funded

Congratulations, you have identified what software products to modernize and you have identified what cloud technology you need to use for the upgrade! Now what? Join us to identify how to get your business case and modernization project funded.

Graph & Machine Learning for Fraud Detection

Use Machine Learning and Graph to Stop Fraud Before it Starts

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.