Modernizing a multi-asset portfolio management system

A legacy portfolio management system struggles with data, integration, and performance. The client sought a strategy and implementation team for integration, user experience, and backend re-engineering to retain and attract clients.

Portfolio Management Workspace

Use Case

A major multi-asset portfolio management company used by more than 300 top firms, retained Expero for a ccomprehensive product suite revitalization that included multiple areas of expertise including product innovation, technology assessment, platform tuning, User Interface and Custom Software development.

Customer Challenges

Multiple Challenges including:

  • New Product Innovation
  • Technology Assessment
  • Platform & DevOps
  • UI and User Experience
  • Custom Software Development

Delivered Results

Innovation - The team was tasked with creation of a new and market definining product line. This stage of the project included working with prospects, beta custmers and existing long term high value customers.  The goal was to team with this target audience for flexible risk views, what if capability and diffentiating features

UI and User Experience - The Expero team created new and innovative designs and workflow patterns based upon the desired feature requests. These were curated and defined using an agile project with low and high fidelity work products.  The end goal was a comprehensive application and Customer Experience for the overall suite of products including the new risk product

Technology Assessment - The customer had a large and complex technology stack build over many years. The Expero team had to assess and create a unique new, fast and performant analytics and risk data capability. The new architectured software stack was capable of intetration to the existing platform while providing new features for real time analytics calculations

Custom Software Development - Once the new product had been designed from Customer Experience, User and Personal specific features, and technology archtecture the Expero team was tasked with turn key development.  The team was able to complete the full suite of development and was part of the successful product launch into the market

Expero Solution

Launched innovative, new risk product and product suite modernization which resulted in new more intuitive features, increased flexibility and more personalized views for users. Faster, more accurate analytics capabilities and risk data modeling.

Portfolio Modeling Workspace

What will we build together?

Let’s craft innovative, market-leading software to accelerate your business. Our software and data engineering teams are ready to solve your complex problems and help you grow.