Digital Wealth & Online Brokerages
Solutions

Smarter Next-Gen Digital Wealth Solutions 

Turn complex data into clear, personalized investor experiences. Expero builds intuitive, data-driven interfaces that increase engagement, drive retention, and keep you ahead of the competition.

Digital Wealth & Online Brokerages
The Challenge

Today’s investors expect more

They want real-time insights, personalized guidance, and seamless digital experiences.

But legacy systems and siloed data make it hard to keep up. To stay ahead, you need more than a fresh interface– You need connected systems, smarter insights, and a foundation built for the future.

Key Use Cases

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Our impact
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Our
Digital Wealth & Online Brokerages
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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Portfolio Construction

Portfolio Rebalancing

Hybrid Advisory

Research

Interoperability & Flexible Framework

News and Events

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.

Wizards for Setup Pages

Q: For setup pages which are generally only used for getting started, do you recommend wizards to guide the user through the steps?

Christmas Special Pt. 3: Considering AI & Competitors

We're working with Santa and the 3 Kings again to assess how they can leverage AI to differentiate themselves in the market. Meanwhile, someone else seems to be green with envy and has approached us to repurpose Santa's app for their own purposes.

Reactive UI Programming Part 1 – Converting Between KO and RxJs

When working with RxJs and Knockout, there will be times when you have an Rx Observable and need a Knockout observable so you can bind it to a view. And there will be times when you have a Knockout observable and need an Rx Observable so you can merge several event sources or some other type of logic that is more easily solved by the RxJs linq operators.

Get in Touch

Learn more about how our Expero is transforming operations in Wealth and pioneering innovative client interactions.