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But outdated systems, siloed data, and fragmented workflows stand in the way.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

Multi-Tenant Applications: Reduce the Complexity

So you’re going to build a multi-tenant application and now it’s up to you to figure out how to make it all work. Ask any software engineer who has built one and they will tell you that multi-tenant applications are inherently more complicated than single-tenant applications. That complexity comes from the added overhead required to ensure that your tenants’ data are secured and isolated from one another (e.g., Tenant 1 can’t see Tenant 2’s customer list) and that large tenants don’t adversely affect other tenants in the same environment (e.g., Tenant 1 does not use all the resources, thereby slowing the performance for Tenant 2). The overhead caused by these requirements may take the form of either operational or developmental complexity, but the key to building an effective system in any multi-tenant scenario is to reduce that complexity.

Multi-Tenant Applications in DataStax Graph

How do you handle customer #2? You delivered an MVP of some hosted software for customer #1. Your brother-in-law knows a guy who has a similar problem and after a lunch meeting, now you need to add customer #2 to your incubating SaaS tool. Of course customer #1 and customer #2 shouldn’t be able to see each other’s data, but you don’t necessarily want to install and configure everything all over again just because you added another customer.

Where Do Unit Conversions Go?

Unit of measure conversions are a constant concern in scientific code. Most well written scientific domain kernels should be unit un-aware because the equations of nature are generally unit invariant: momentum is mass times velocity whether velocity is in meters per second or furlongs per fortnight. But there are always important places where the actual values matter: water boils at 100 degrees Celsius. Therefore one typically assumes a set of canonical units in the computational domain to make the programming more straightforward. It’s also more efficient and numerically stable to only translate units on the boundaries of the computation domain, rather than littering them throughout.

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.