Delivering the Modern Investor Experience: A Conversation with Excent Capital’s Jethran Gómez

Today’s traders expect a lot from a platform: the depth of professional tools with the simplicity of any modern app. Delivering that is harder than it looks, and the real work sits in the data underneath rather than the interface on top. It is a challenge that shapes how trading platforms decide what to build for themselves and where to bring in partners. Excent Capital’s partnership with BridgeWise, which put AI-powered market analysis in front of every trader on the Excent platform this July, is a case in point. Excent designs, builds, and operates its own technology, and that ownership shaped both the partnership and the thinking behind it. This conversation with Jethran Gómez, Technology Development Leader at Excent Capital reveals what today’s traders expect, how platform leaders should weigh building against partnering, and where he sees the investor experience heading.

The experience traders expect

Gómez starts from the user. Today’s traders, he says, expect “the same quality tools, but with the simplicity they’re used to from any modern app,” that includes real-time data, processed insights, and a responsive platform, all in one place. The friction he wants to remove is the scramble across several tools just to understand what’s happening in the market. Traders want to open a singular platform, have all the quality tools at their disposal, and be able to act with confidence. The difficulty sits underneath that simplicity, and it is where most of the engineering cost lives.

In the words of Excent Capital CEO, Rodolpho W. Brito: “We do not build only for where the market is today. We build for what investors will need next.”

“The hardest part isn’t displaying data,” he says, “but turning a vast, fragmented flow of market information into something clear, reliable and genuinely useful, in real time and at high volume.” Excent works across many instruments, which makes low latency and consistency harder to hold onto, and Gómez is firm that none of it can come at the cost of the integrity of the information.

Build, buy, or partner

With so many off-the-shelf options available, why build in-house at all? For Gómez, the answer is control and differentiation. Building and customising gives Excent Capital control over the experience, the data and the roadmap, and lets the platform offer something other than what everyone else offers.

“That said, we’re pragmatic: we build where we genuinely make a difference and integrate the best partners where it makes no sense to reinvent the wheel.”

The decision to partner with BridgeWise comes from the acknowledgement that engineering effort should be put in places where it creates real value for the client, Gómez says.

Many platforms now face that same question. An in-house global securities-analysis engine of comparable depth would take years to build and would pull Excent’s engineers away from what they do best: the trading platform and the client experience. Partnering with specialists who have already solved that problem, Gómez explains, lets Excent deliver value to clients much faster.

What drew his team to BridgeWise specifically was the fit. BridgeWise offers AI-based analysis across the vast majority of global securities and markets, matching the breadth of Excent’s clients’ trading. The analysis is explainable rather than a “black box,” and it is built with regulatory compliance in mind, something Gómez notes is hugely important in this industry. The API integration ensures that the intelligence reaches clients as a natural part of the platform rather than as an add-on.

Staying close to the client

For Gómez, understanding what clients want is a standing input into how the platform evolves. Excent’s support team and Business Development Managers speak with IBs and partners every day, and much of what the company learns comes directly from those conversations; paired with close attention to how the platform is actually used, so the team can see where clients hit friction. Both feed the same loop: as Gómez puts it, feedback “isn’t a one-off exercise” but something that continuously shapes the product as clients’ needs shift.

What comes next

As to where investor experiences are heading, Gómez points to two shifts. The first is toward personalisation and proactivity: the closer a platform is to its users, the better it understands them, and the better it can anticipate what they need before they even ask. The second is toward a more unified experience, with new tools, resources and asset classes integrated so naturally that clients simply feel the platform getting smarter over time.

The technology underneath that, he believes, will lean heavily on artificial intelligence. Particularly models built specifically for finance, which can turn market complexity into insight that is comprehensive and tailored to each individual trader. That sits on top of real-time data infrastructure and cloud-native systems, which are what keep the experience fast and reliable as a platform grows.
As Dor Eligula, CBO and Co-founder at BridgeWise, put it when the partnership launched:

“Excent Capital shares our conviction that not only should advanced market intelligence be accessible to every investor, but they should be able to access it in the most intuitive and personalized way. Together we are setting a new standard for the experience that traders can expect from their broker.”

The lesson beneath the partnership is one every platform and wealth leader now faces. The investor experience is no longer a layer added at the end — it is the product. And increasingly, AI built for finance is the layer that makes that experience both intelligent and defensible.