World-Class Financial Data, Research And Analytics Solutions Beautifully Rendered
Operate in a seamless, data-driven user experience with Expero's Connected Finance platform built on Morningstar data, research and analytics. Accelerate your market launch and easily integrate with larger systems with our Connected platform's pre-build customizable components.
The Breadth and Depth of Morningstar Data, Research & Analytics + Creativity & Agility of Expero
Enable effortless data and research navigation that leads end users to actionable insights. View data in one central location, examine crucial market analytics and review and compare valuable insights. Our collaboration with Morningstar leverages Morningstar’s high-performance APIs to deliver a rich end user experience, efficiently and at an affordable price.
Cost effective, customizable, interoperable and highly extensible software, for asset management, wealth management (advisor workflows) and client portals.
Customization through configuration
Rapid integration of of multiple data sets — from external market data feeds, APIs or internal reference data
Deliver data into a wide range of configurable components such as grids and charts
Custom components can be built for customers leveraging Expero’s design and engineering teams
Open framework allows third party components to be easily added
End user controls that allow for individual configuration and personalization
AI Ready
Easy to configure, onboard and expand
Extensible
Interoperable
Investment research & portfolio analytics
AI powered decision support
Risk Profiling and Portfolio Risk Score
On-the-fly calculations
Instant portfolio aggregation
Morningstar data and tools
Personalized output metrics
Full market universe of investments
Regulatory, ESG, Ratings, & Risk content
Morningstar proprietary data
Custom Data integration
Development of new capabilities
Expansion of data and research
Usage data informing roadmap
Integration of latest technologies
Learn More About Morningstar
Expero is a proud Morningstar Premium ServiceDelivery Partner
Building on Digital Transformation - Integrating, Scaling, and Streamlining Wealth Management for the Future
Join our expert panel to explore the future of wealth management, including AI, goal-based planning, modern portfolio construction, and enterprise adoption strategies. Discover how leading firms are leveraging technology to enhance decision-making, empower clients, and drive growth.
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.
Trends in Digital Wealth Management with Forward Thinkers
Join our expert panel to explore the future of wealth management, including AI, goal-based planning, modern portfolio construction, and enterprise adoption strategies. Discover how leading firms are leveraging technology to enhance decision-making, empower clients, and drive growth.
Why Selecting Language Models is so Hard
Selecting the right language model is crucial for successful AI applications. Learn how to navigate the complexities and make informed decisions.
Mutual Funds Screener Demo
Provides and overview of how the Morningstar powered Mutual Fund Screener works, and how it can be integrated into other Morningstar data.
Building the Next Gen Trader Experience: IPC's OneView Portfolio
Discover how IPC and Expero revolutionized voice trading with Here™. Learn about their journey from concept to deployment and how a modernized OneView Portfolio enhanced the trader experience.