Digital Wealth & Online Brokerages
Solutions

Empower your investors with next-gen digital wealth solutions

Empower your investors with intuitive, data-driven experiences. Expero transforms data into actionable insights, enhancing user engagement and satisfaction on your digital wealth platforms or online brokerages. We deliver personalized, seamless experiences that keep you ahead in the competitive market. 

Digital Wealth & Online Brokerages
The Challenge

Staying competitive in a fast-evolving market while managing the complexity of legacy systems

With fragmented data, outdated technology, and increasing client expectations, financial organizations struggle to deliver seamless, personalized user experiences.

Key Use Cases

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How we help

Solutions that transform digital wealth services

Expero delivers personalized experiences in a highly competitive digital landscape. Customizable components, enhanced user engagement features, and consolidated market and client data provide a unified platform tailored to your investors' needs.

Modernize

Intuitive digital experiences

Our skilled teams work closely with you to stabilize, enhance and ultimately replace existing legacy technology with beautifully designed user-centric solutions. 

Synthesize

Turn data into user insights

Whether it’s research, news, market, or internal data, we integrate and deliver it to the point of consumption as an analytic, alert or insight. 

Accelerate

Faster solution delivery

We deliver solutions quickly, enabled by our proprietary Connected Finance platform - built to accelerate time to market for even the most complex challenges. 

Our impact
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Our
Digital Wealth & Online Brokerages
Partners

Innovating with market-leading partners 

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Finance

Built to Adapt to Your Needs

Combine best-in-class components with customizable solutions to deliver transformative innovation quickly without overhauling existing systems. Our CONNECTED accelerators are available as potential components to enhance your solution.

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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Portfolio Construction

Portfolio Rebalancing

Hybrid Advisory

Research

Goal-Based Planning

Interoperability & Flexible Framework

insights gallery

Our thinking

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

Trends in Digital Wealth Management with Forward Thinkers

Roundtable: Digital Wealth Management Trends with Forward Thinkers

Data Day Texas: Graph Convolutional Networks For Node Classification

A method of classifying nodes in an information network by application of a non-Euclidean convolutional neural network

Consulting 101

What does it really mean to be a consultant, and is it really all that different from contracting or working as a salaried employee? Join us as we highlight the key differentiators that make consulting a unique challenge that we enjoy taking on each day.

Managing Secrets in a Cloud World – Part 1 (Azure Key Vault)

In this post we will examine a simple scenario involving the deployment of a .NET based web application to an Azure Web App using Azure Key Vault for secrets management. All the code used for this blog post can be found here.

Get in Touch

Learn more about how our Expero is transforming operations in Wealth and pioneering innovative client interactions.