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!
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.
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COMPANY ABOUT US:
Quovo creates transparency for healthier financial decisions.
Phone: (212) 643-0695