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But outdated systems, siloed data, and fragmented workflows stand in the way.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

Changing Navigation for Logged-In Users

Q: Is it OK to change the navigation of a website once users have logged in?

Creating Consistent & Professional Content

A Content Style Guide provides rules and examples for how content should be crafted and presented to users, and will ensure that your messaging is consistent and effective.

Use Real-time Graph Technology to Detect & Prevent Fraud

Utilizing Graph technology will allow you to see beyond individual data points and uncover difficult-to-detect patterns. Join us to learn how to maximize time and resources with Graph technology vs. traditional relational database platforms.

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.