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But outdated systems, siloed data, and fragmented workflows stand in the way.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

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Our impact
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Our
Asset Management
Partners

Innovating with market-leading partners 

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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
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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.

Navigating the UX & Development Handoff

Clearly communicating design needs and goals between UX and development teams can be difficult to navigate. Join us as we discuss best practices, tips and recommendations, and lessons learned from our experiences in the world of consulting. Have questions or thoughts about what we discussed today? Contact us at podcast@experoinc.com or on Twitter @experoinc

Generative AI + UX Roundtable

We recently gathered together to discuss and debate the pros and cons of Generative AI and how it may or may not fundamentally change how we approach user centric design moving forward. While we weren’t originally planning to release this conversation publicly, there were so many interesting points that came up that we couldn’t help but share it with the world. Please forgive any audio issues or choppy bits as we did our best to smooth out the recording for you to enjoy. Have questions or thoughts about what we discussed today? Contact us at podcast@experoinc.com or on twitter @experoinc

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.