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Fragmented data, outdated systems, and complex workflows that hinder decision-making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

No items found.
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
No items found.
Our
Asset Management
Partners

Innovating with market-leading partners 

No items found.
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
No items found.

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.

Can Research Data Be As Sexy As Design? You Betcha.

Product owners and stakeholders have a tendency to skip over discovery research and go straight to design—and then skip over validation research and go right to release. One of the main drivers behind this tendency is the fact that looking at designs is fun. Looking at numbers and bulleted lists of findings is not (as much) fun (for stakeholders). With designs, they get to see their product progressing and growing from inception to build. Data is more behind-the-scenes; it may drive design, but so what?

Financial Services: Fighting AML and Trade Fraud

This session will focus on how to synchronize the trader desktop and the trade sanctions back office functionality to identify real time issues and avoid sanctions in trades, settlements, AML risk profiles and non-compliance.

Cyber security demo with Jetpack

Watch our demo on how Expero's Connected software fights cyber crime using AI and real-time analytics.

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.