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Quovo Integrates with Advyzon

Submitted by Technology Tools for Today on February 12th, 2015


Will Demo Enhanced Technology Hub at T3 Advisor Conference

Quovo, a provider of account aggregation, normalization and data analysis solutions for financial institutions and investors, today announced its integration with technology hub Advyzon from yHLsoft, Inc.

Founded in 2012, Advyzon is an inclusive, scalable, cloud-based service that helps financial advisors grow their business efficiently and profitably. It includes client relationship management (CRM), portfolio management/performance reporting, monitoring, investment planning, and business intelligence.

Account aggregation is a critical element of Advyzon’s comprehensive technology solution. “With our laser focus on creating the best possible user experience, we must be certain that the aggregated data that flows into advisors’ systems is ‘smart’ and ready for analysis,” said John Mackowiak, Advyzon’s chief business development officer. “We know that we can count on Quovo to provide that.”

Quovo recently announced an integration with portfolio management/CRM provider Croesus. In 2014, they introduced integrations with Orion and Advizr, as well as inclusion on the TD Ameritrade Institutional Veoâ platform. More such alliances and integrations are in the works.

“As we continue to integrate with the complementary technology solutions available to advisors, we further enhance their ability to provide outstanding, value-added services to their clients,” said Quovo CEO Lowell Putnam. “That is ultimately the goal of all independent advisors and those of us who serve them.”

QUOVO CEO TO SPEAK AT T3, DEMO AT BOOTH
Quovo co-founders Lowell Putnam and Niko Karvounis will man the Quovo booth at the 10th annual T3 Technology Tools for Today conference in Dallas, February 12-14, 2015. Attendees and journalists are invited to stop by and learn more about Quovo and all of the partner firms and integrations available now.

In addition, Lowell Putnam will discuss emerging technology during a panel presentation on the topic on Saturday, February 14th from 8:00 – 8:50 am. Watch the conference hashtag #T32015 on Twitter or follow @quovo for quick insights and key takeaways.

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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