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Building on Digital Transformation - Integrating, Scaling, and Streamlining Wealth Management for the Future

2/19/25 11:00

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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.

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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.

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But outdated systems, siloed data, and fragmented workflows stand in the way.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

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Smarter, faster, and built for performance

We simplify operations, improve decision making, and deliver intelligent tools that turn insight into action. Our solutions help asset managers move faster, make better decisions, and deliver high-value insights at scale.

Optimize Portfolio Performance

Get real-time insights and predictive analytics to make smarter investment decisions and maximize returns.

Streamline Operations

Connect siloed data and automate routine workflows to reduce costs and free up your team for more high-impact work.

Elevate the User Experience

Design interfaces that are intuitive, scalable, and built for performance– improving usability and client satisfaction.

Adapt with Confidence

Easily integrate new asset classes, respond to market shifts, and stay ahead of regulator changes with flexible, future-ready systems.

Workflow Management

Validated and accurate data help streamline operations and make it simple to automate certain actions. Our workflow management tools drive efficiencies in your workflows and save valuable time.

Optimize Portfolio Performance
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Launch Faster.

Scale Smarter.

Deliver innovation faster with modular components designed to integrate seamlessly with your existing systems– not replace them.

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Dive into our world and find out what we have to say about technology, UX, and software development.

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Upcoming Event

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.
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Podcast

When User Testing Isn't Possible

There’s no way around it: user testing is vitally important in software development. So what options do you have when, for whatever reason, you can’t speak with end users to validate what you’re building? Join us as we discuss these challenges and share some helpful methods we’ve employed when navigating these constraints.

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Blog

Beware the Two-Tap Rule

I’m a fan of Yahoo for news and email, but I’m not a fan of their new “two-tap rule.” The rule states that once a user is in a Yahoo application, it should take only two taps to do anything the user wants to do. Fast-to-use apps are the goal here. The two-tap rule sounds a lot like our field’s misguided “three-click rule,” which Expero cautioned against in 2007.

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Demo

Cyber and Graph Analytics

This demo explores cyber and graph analytics

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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.