Asset Management
Solutions

Empower your firm with next-gen asset management solutions

Empower your asset management operations with intelligent, data-driven capabilities. Expero transforms financial data into actionable insights, enhancing investment decision-making, operational efficiency, and client satisfaction. We deliver personalized, scalable experiences that keep you ahead in the competitive asset management landscape.

Asset Management
The Challenge

Fragmented data, outdated systems, and complex workflows that hinder decision-making

Attempting to drive revenues, lower risk, or find hidden efficiencies, financial organizations must find ways to bring disparate systems and applications together. The problem is fragmented data located across a wide variety of platforms means tinkering at the edges isn’t moving the needle, but wholesale change is too risky. Teams can’t trust the data. Workflows are siloed and data is disconnected which slows everything down. Data and analytics must be integrated to enhance collaboration and improve decision making.

Key Use Cases

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How we help

Solutions That Transform Asset Management

Expero delivers advanced analytics, seamless data integration, and intuitive portfolio management tools—all designed for asset managers handling complex strategies and global client bases. With customizable components and consolidated market and portfolio data, our solutions provide a unified platform tailored to your firm’s needs.

Modernize

Enhance Investment Performance

Provide real-time insights and predictive analytics to make informed investment decisions. Equip your team with the tools they need to optimize portfolios and maximize returns.

Synthesize

Improve Efficiency

Integrate disparate data sources—market feeds, research, metrics—into a single system with unified data and automated workflows. Automate routine tasks to reduce operational costs and free up time for strategic initiatives.

Accelerate

Adapt Quickly

Continuously evolve with the financial landscape. Deploy web, mobile, and desktop interfaces that can easily integrate new asset classes, adapt to regulatory changes, and scale with growth.

Our impact
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Our
Asset Management
Partners

Innovating with market-leading partners 

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Finance

Elevate Your Asset Management Practice

Our adaptable CONNECTED Finance components seamlessly integrate with your existing infrastructure. It rapidly transforms your data—internal, external, streaming, or static—into context-rich insights, powering strategic decisions, optimizing portfolios, and enhancing client value.

Our solution empowers portfolio managers, analysts, and advisory teams to work smarter, more accurately, and stay ahead of market shifts.

Discover Opportunities

Analyze diverse datasets in real-time, identify trends, and act swiftly on emerging investment themes or market events.

Research

Access real-time news and events to stay informed on market shifts and respond proactively.

Portfolio Analysis

Integrate data to evaluate performance, risk, and allocation—delivering smarter, data-driven investment decisions

Hybrid Advisory

Strengthen advisory services with digital tools, enabling more meaningful, theme-driven client conversations.

Featured modules
Featured industries
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Intuitive Asset Screening

Interactive Market Charts

Watchlist

Portfolio Construction

Portfolio Simulation

Portfolio Rebalancing

insights gallery

Our thinking

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

User-Centered Screeners: Balancing Accessibility and Effectiveness

Discover how outdated screeners are hindering investment decisions. Learn about the essential features and accessibility standards needed for a modern, effective screener. Explore Expero's innovative approach and partnership with Morningstar.

Web Application Types (Part 2): The Modern Single-Page App

In this post, we're going to dive into the client-side single-page application, commonly abbreviated as “SPA”. What is considered an SPA? What are important choices to be made when building one? How do you deploy it? When is an SPA a good choice or a bad choice?

Merge vs Rebase in Git

This post explores Merge vs Rebase in Git

Reactive UI Programming Part 2 – Trail By

Recently I was working on a GUI that walked the user through a series of 5 steps in a Workflow. The user would spend most of their time on the 3rd step. As the user made edits, those edits would immediately be sent to the server for processing, and results from the server would show up in a different part of the GUI. There was a requirement that whenever the user left the 3rd step, we needed to send a message to the server to commit the changes they’d made.

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.