Mobile Applications
for Advisors and
Clients

Customized mobile apps can help Ultra High Net Worth and High Net Worth customers view their portfolios and make communication and transfer of documents easy for them. Here, at Expressare, we combine strategy, product, design, and engineering to build revolutionary Mobile and Web Applications and Experiences.

Customized Wealth
Management
Solutions

Modern world demands digital wealth management services that are well-tailored to suit different risks and goal profiles. Tools currently available in the market don’t support the allocation patterns and the proprietary modelling, which wealth management companies and RIAs deploy in investing.

Building Balanced Asset Allocations and implementing effective Rebalancing strategies requires exceptional expertise and advanced tools. That's why our team, with its unparalleled understanding of wealth management, builds tools that precisely automate these complex activities for you.

Data Aggregation
and Integration

If Data is at the heart of your wealth management business, it needs intelligent Custom Data Aggregation and Integration Services which are essential to empower your investment strategies and decision-making. Our insightful development team cuts through the noise by unifying data from various sources into a single, clear dashboard, providing you with the clarity needed for informed business decisions. At Expressare, we integrate data from various services like Addepar, Blackdiamond and  Orion.

Workflow
Automation

The changing landscape of modern businesses has revolutionised how Document Automation helps in streamlining processes, improving accuracy, and offering top-notch customer experience. Our game-changing automated document management software guarantees configurable custom workflows, faster document generation, improved timelines and much more.