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But outdated systems, siloed data, and fragmented workflows stand in the way.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

The Future of Digital Wealth: Trends Shaping Investment Platforms in 2025

Discover the top digital wealth trends for 2025, including data-driven investing, real-time market data, and hybrid advisory models. Learn how wealth platforms are evolving to meet investor expectations.

Optimizing Logistics & Supply-Chain With Graph

Identify ROI and business case costs at a high level. Increase delivery with real-time impact and transport analysis.Learn how Graph Technology + Machine Learning will improve delivery times, minimize transport risk through data analysis and increase product satisfaction. Use predictive analytics to reduce operational bottle necks and discover areas of concern affecting supply. Using Graph + ML allows you to increase customer satisfaction through visualization of supply and demand impacts.

Fitting the Data: Titan & Gremlin

In this third post we look at how the application’s graph data fit into another property graph database: Titan.

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.