Quovo

Product Type:

Client Data Gathering

Quovo aggregation allows users to seamlessly integrate with their client’s financial accounts — including bank & brokerage accounts, student loans, mortgages, and more!

INTEGRATION:

Quovo is available through a variety of PMR solutions, including Black Diamond, Orion, Tamarac, Blueleaf, and Addepar. Please note that each provider has their own unique pricing for Quovo.

PRICING:

N/A

FREE TRIAL AVAILABLE?:

No

COMPANY ABOUT US:

Quovo creates transparency for healthier financial decisions.

CONTACT:

Phone: (212) 643-0695

E-mail: [email protected]