Quovo, a leading provider of account aggregation and data analytics for finance, today announced the release of the Quovo Advisor Dashboard. The new dashboard, which will arm financial advisors with enriched client data insights in an intuitive user interface, will initially be rolled out to 2,000 financial advisors nationwide with plans to expand to over 12,000 advisors by year-end.
“The wealth management industry has embraced data science and we are honored to be playing a part in its modernization,” said Lowell Putnam, Co-Founder and CEO of Quovo. “This year, we’ve realized record growth and have mirrored that growth internally – nearly doubling our headcount across business development, engineering, data science, and operations. In keeping with this growth, we are excited to announce the release of the new Quovo Advisor Dashboard, which will deepen financial advisors’ client relationships by providing them with cutting-edge data insights.”
Quovo Advisor Dashboard features include:
Quovo’s account aggregation and data science technology is used by financial advisory firms seeking to better serve their clients with more powerful and accurate data. As one of the last independent account aggregators in finance, Quovo continuously evaluates data from thousands of sources in order to produce the highest quality data regardless of account type or asset location. For more information, please visit www.quovo.com.