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Quovo Account Aggregation Now Offered by Orion Advisor Services

Submitted by Technology Tools for Today on November 14th, 2014


Proprietary Technology Provides Greater Depth and Reliability

Quovo, a provider of account aggregation, normalization and data analysis solutions for financial institutions and investors, today announced its integration with the Orion Advisor Services platform. “With easier to use, more reliable data management features and flexible, tiered pricing based on numbers of accounts synced per advisor, account aggregation will be accessible to a broader population of Orion advisors than ever before,” said Quovo’s chief executive officer Lowell Putnam.

With this integration, advisors will have access to thousands of investment institutions, as well as to the Quovo data management dashboard to add clients and sync held-away accounts. Advisors will be able to view holdings, transactions and account statuses via a cloud dashboard optimized with web usability best practices. Aggregated account data will automatically push into Orion every day, giving advisors a holistic, 360 degree view of clients assets with minimal effort on their part.

“We believe that advisors should have access to a portfolio accounting system that meets their specific needs, rather than a one-size-fits-all solution,” said Orion President and CEO Eric Clarke. “Through our integration with Quovo, we can offer our advisors access to the latest account aggregation technology, further ensuring that they have solutions that will best serve their clients.” 

Advisors can immediately request the Quovo solution from their Orion representative or watch for more information from Orion as the rollout implementation is finalized.

ABOUT QUOVO
Quovo is a financial technology company that provides turnkey data science solutions to financial advisors, portfolio managers, and the technology firms that support them. The Quovo data platform integrates account aggregation, portfolio analytics, and business intelligence into a set of powerful and easily configurable cloud services and interactive tools. For more information, visit www.quovo.com.

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