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Fragmented data, outdated systems, and complex workflows that hinder decision-making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

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.

Do You Need a Graph Database? (Online Seminar)

‍We are in an era of unprecedented innovation in databases. Data-intensive companies are grappling with whether the many new options — NoSQL, Key-Value, Document, Column Family, Column-Oriented — are appropriate for them. The commercial success of Facebook and LinkedIn makes graph databases a hot area of investigation. Unlike many new databases, they are not a variation on or a simplification of relational databases. Instead they require new ways of thinking and modeling data. In return they can answer truly novel questions.

Testing When the Network Is Down

Today I had the lovely experience of being told “the network to the cluster is down” while I was writing some code that was supposed to use the cluster. Was I stalled? How could I test my logic? It turns out we’re rather obsessive about separating interface from implementation, usually via C# interface definitions. In this case, I just went down the road I was going down anyway: making some simple mock objects to model the cluster dependencies. (We use Moq.) Now I don’t really care that the network is down.

Optimizing Logistics & Supply-Chain With Graph

Identify ROI and business case costs at a high level. Increase delivery with real-time impact and transport analysis.Learn how Graph Technology + Machine Learning will improve delivery times, minimize transport risk through data analysis and increase product satisfaction. Use predictive analytics to reduce operational bottle necks and discover areas of concern affecting supply. Using Graph + ML allows you to increase customer satisfaction through visualization of supply and demand impacts.

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.