Advisor Software, Quovo Partner to Strengthen Goals-Based Planning Capabilities for Wealth Managers

Advisor Software, Quovo Partner to Strengthen Goals-Based Planning Capabilities for Wealth Managers

Integration Provides Easy Access to High-Quality, Independently Aggregated Data that Pieces Together a Holistic Planning Picture for Each Client

Advisor Software, Inc. has teamed up with Quovo to provide wealth managers with seamless access to aggregated client financial data, which can help put together an all-encompassing financial picture for every client. The integration enables advisors to leverage Quovo’s account aggregation capabilities when using apps on the Advisor Software Wealth Management Cloud, a one-of-a-kind platform enabling financial institutions to deliver better advice to customers in a more flexible, efficient and scalable fashion.

“In today’s wealth management reality, it is vital for advisors to obtain a holistic financial view of each client’s wealth in order to provide optimal guidance,” said Kevin Kraus, Vice President of Product and Marketing at Advisor Software. “We are glad to work with Quovo to integrate its account aggregation capabilities into our cloud-based applications, and give advisors the tools and insights they need to deliver valuable goals-based planning over the long term.”

Quovo offers powerful and comprehensive financial account aggregation covering personal financial accounts, held-away client accounts and custodial feed consolidation. The firm also provides the industry’s first “full stack” aggregation platform, which enables advisors and institutions to run accounts, strategies and portfolios through a full analytics engine and intuitively present complex data findings. Quovo integrates with many direct custodial feeds, and normalizes every feed to deliver a single source of custodial data for multi-custodial RIAs.

“As the wealth management industry evolves, particularly in a post-DOL world, held-away accounts are becoming as crucial to an advisor’s practice as their managed accounts,” said Lowell Putnam, CEO and Co-Founder of Quovo. “Advisors have to keep tabs on all of a client’s accounts, and utilize the data-driven insights from this information to help clients achieve their goals and navigate market volatility. By integrating our solutions into its cloud-based platform, Advisor Software is helping its customers stay ahead of the curve in the ever-changing wealth management industry.”

About Advisor Software, Inc.
Advisor Software, Inc. is a leading provider of wealth management cloud platforms for financial advisors and institutions. The company has pioneered the first Wealth Management Cloud platform that offers streamlined access to a comprehensive range of financial services and resources. Advisor Software’s products address advisors’ functional needs, including Planning, Proposal Generation, Portfolio Construction, Rebalancing, and Investment Analytics. The company’s solutions serve a wide range of financial institutions and professionals, enabling asset management firms, broker-dealers, banks, insurance companies, online brokerages, custodians and providers of investment services and products to deliver more insightful, actionable investment advice and build stronger, more profitable client relationships.

For more information, please visit and follow @AdvisorSoftware (

About Quovo
Quovo is a leading financial technology company for the wealth management and financial services industries. Quovo offers data aggregation and analytics services to help financial professionals and their technology providers better serve their clients with powerful and accurate data. For more information, please visit Follow @quovo on Twitter.

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