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Fintech Integration Marketplace / Wealth Management / Account Aggregation

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Quovo | Plaid

Quovo is a data platform that provides connectivity to financial accounts at over 14,000 institutions. Leading fintech firms, such as Betterment, Earnin, SoFi, and Wealthfront, along with some of the largest retail banks in the US, rely on Quovo’s account connectivity technology to deliver their services. As of January 2019, we’re now a part of Plaid.

Website

https://www.quovo.com/

Contacts

https://www.linkedin.com/company/quovo/

https://twitter.com/quovo

Quovo
  • Data Platform
Quovo

Companies that integrate with Quovo

Each integration enriches the platform with data or features that provide comprehensive service and enhance the customer experience.

AdvisorEngine
AdvisorEngine
AdvisorEngine builds powerful and intuitive technology for financial advisors.
#Portfolio Management #Billing #CRM #Financial Planning #Rebalancing #Trading #Portfolio Reporting
Advizr
Advizr | Orion Advisors Services
Advizr is a simple, personalized tool to help employees achieve their financial goals, whether they’re paying off student loans or saving for retirement.
#Financial Planning
advyzon
Advyzon
Advyzon was founded in 2012 with the purpose of building an intuitive all-in-one technology for advisory firms.
#CRM #Billing #Document Management
Black Diamond
Black Diamond | Advent | SS&C
The Black Diamond Platform is an award-winning portfolio management system and client reporting solution for financial advisors and wealth managers.
#Portfolio Management #Billing #Rebalancing #Portfolio Reporting #Tax Planning
MoneyGuide | Envestnet
MoneyGuide | Envestnet
MoneyGuide is the industry’s leading financial planning software platform.
#Financial Planning #Risk Profiling #Portfolio Management #Investment Research #Retirement Planning #Portfolio Reporting #Tax Planning
NaviPlan by Advicent
NaviPlan | Advicent
From simple goal-based assessments to advanced retirement income scenarios and estate planning, NaviPlan equips financial professionals with the ability to best serve any client who walks through their door.
#Financial Planning #Account Aggregation #Analytics #Portfolio Management #Risk Profiling #Retirement Planning #Tax Planning
Orion
Orion Advisor Services
Orion was built by advisors, for advisors. The market didn’t have a portfolio accounting service good enough for a registered investment adviser, so Orion built the solution.
#Portfolio Management #Billing #Financial Planning #Rebalancing #Trading #TAMP #Portfolio Reporting
Riskalyze
Riskalyze
Riskalyze is transforming the advisory industry by empowering investment advisors to capture a quantitative measurement of client risk tolerance, and use that data to win new clients, capture and meet expectations and quantify suitability.
#Risk Profiling #Analytics #Rebalancing #Portfolio Management #Trading #Proposal Generation

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