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With fragmented data, outdated technology, and increasing client expectations, financial organizations struggle to deliver seamless, personalized user experiences.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

Interoperability & Flexible Framework

News and Events

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.

What are Graph Databases and Why Should I Care?

Have you ever stopped to understand what graph databases are and what they can do for you? Graph databases and graph processing frameworks are all the hype in the NoSQL world at the moment. The ecosystem is constantly evolving and different datastores of processing frameworks are coming out what seems like weekly. The truth is that graph databases are a great way to solve certain application problems in areas such as personalization and recommendation, logistics, master data management, social networks, fraud or IoT but many people are completely lost when they step foot into the exosystem. In this session we will help you make sense of the graph ecosystem with an examination of a variety of graph datastores (e.g. Neo4j, DSE Graph, Titan, OrientDB, etc.) and graph processing frameworks (e.g. Giraph, GraphX, Elasticsearch Graph, GraphQL, Pregel, etc.). We will then discussing how you might use these technologies to augment or replace complex portions of your applications. In the end you will walk away with a better appreciation for the practical aspects of the graph ecosystem and you might even find out how to remove that complex recursive SQL CTE that gives you nightmares.

Building a Distributed Data Ingestion Pipeline

Building a data ingestion pipeline using Spark, Kafka, DataStax, Nifi, and Pentaho.

Multi-Tenant Applications in DataStax Graph

How do you handle customer #2? You delivered an MVP of some hosted software for customer #1. Your brother-in-law knows a guy who has a similar problem and after a lunch meeting, now you need to add customer #2 to your incubating SaaS tool. Of course customer #1 and customer #2 shouldn’t be able to see each other’s data, but you don’t necessarily want to install and configure everything all over again just because you added another customer.

Get in Touch

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