Explore our eBook: Designing the Future of Finance

Get the ebook

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

2/19/25 11:00

CT

Sign Up now
Watch Now
All Events
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.

Schedule a Demo
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

No items found.
How we help
Explore our work in digital wealth
Learn about our services
Our impact
No items found.
Our
Digital Wealth & Online Brokerages
Partners

Innovating with market-leading partners 

No items found.
Outcomes

Transform digital wealth experiences
Smarter, faster, and with less friction

We modernize legacy systems, unify connected data, and build next-gen platforms that turn insight into action. Our solutions help you deliver the personalized experiences today’s investors expect, without slowing down your roadmap.

Enhance Investor Engagement

Deliver real-time insights, personalized recommendations, and seamless user journeys that build trust and drive retention.

Streamline Operations

Unify siloed data and automate manual workflows so your teams can focus on strategy, service, and scale.

Adapt at Speed

Launch faster and respond to market shifts with modular, cross-platform solutions built to evolve with your business.

Gain a Competitive Edge

Leverage AI-driven tools and predictive analytics to differentiate your platform and stay ahead of investor expectations.

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.

Enhance Investor Engagement
Enhance Investor Engagement
Enhance Investor Engagement
Enhance Investor Engagement
Modern Finance Desktop
Features
Modern Finance Desktop
Modern Finance Desktop
Modern Finance Desktop
Modern Finance Desktop
Optimal delivery
Finance

Launch Faster.

Scale Smarter.

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

Connected Technology Accelerators
Featured modules
Featured industries
No items found.

Portfolio Construction

Portfolio Rebalancing

Hybrid Advisory

Research

Interoperability & Flexible Framework

News and Events

Schedule a Demo
insights gallery

Our thinking

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

Explore all insights
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.
Register now
Blog

Graph for SQL People (Online Seminar)

How can you retool your SQL talent to deploy on your graph project? According to Google Trends, interest in graph databases is increasing while SQL interest is level or even decreasing – but SQL searches are still 43 times more prevalent than graph.

Listen Now
Read More
Podcast

Imposter Syndrome

Imposter Syndrome, or put more simply, feeling like you’re not as skilled or capable as everyone else around you, affects more people than you may think. It can quickly turn from a passing thought to a constant worry, affecting your mental health, productivity, work relationships, and many other aspects of your career and personal life. Today we’re focusing on this common sentiment to discuss not only how to deal with it, but how to turn it into an opportunity for growth and career development. Have questions or thoughts about what we discussed today? Contact us at podcast@experoinc.com or on Twitter @experoinc

Listen Now
Read More
Demo

Finance Toolkit

Get a quick look at the Expero connected toolkit for finance with OpenFin. Explore the market and company overview panels, and see how these integrated feeds allow one to view multiple sources of data when reviewing assets.

Listen Now
Read More

Get in Touch

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