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Quovo Now a Provider in Schwab Performance Technologies' Open-Architecture Interface for Financial Professionals

Submitted by Technology Tools for Today on November 9th, 2015


Data Service to Help Independent Financial Advisors and Investment Managers More Intelligently Aggregate Held-Away Accounts

Quovo, the leading financial data science company that addresses the needs of the wealth management industry, today announced that they have become a Schwab Performance Technologies®' (SPT) third-party data aggregation provider.

SPT's open-architecture allows independent financial advisors and investment managers to efficiently manage client information across multiple custodians and third-party applications. As an SPT Data Aggregation Provider, Quovo will help financial professionals streamline the management of clients' held-away assets across thousands of institutions and any number of account types -- including banking, credit card, retirement, self-directed brokerages, annuities, insurance, and more.

"We are thrilled to be able to reach and help the more than 3,600 independent financial advisors and investment managers that turn to SPT for powerful portfolio data management and reporting solutions," said Lowell Putnam, Co-Founder and CEO of Quovo. "SPT sees the value of maximizing an advisor's technological investment through seamless integrations and the use of smarter data, and we are honored to help them further their mission."

Bill Laird, a financial advisor at Dixon Hughes Goodman Wealth Advisors and a client of SPT, adds, "I have seen the benefits of working with SPT and Quovo first-hand. Powerful technology needs equally powerful data, and the combination of SPT's industry-leading PortfolioCenter® tools and Quovo's cutting-edge data aggregation is a game changer."

"It's exciting to see new providers like Quovo enter the market," said Brian Shenson, Schwab Advisor Services vice president, advisor technology solutions. "Data aggregation is increasingly important in helping advisors easily and efficiently capture the entire financial picture of their clients -- and more effectively provide the type of service their clients expect."

To learn more about Quovo's data offering, visit their booth at Schwab Impact 2015, Booth 349-28, or email info@quovo.com.

About Quovo
Quovo is an innovative financial data science company that addresses the needs of the wealth management industry. Quovo offers an enterprise-grade data management platform that empowers financial advisers, financial institutions, and adviser-technology providers, to more intelligently aggregate, extract, manage, and analyze financial portfolio data. Quovo's full-stack platform not only provides the essential backbone for aggregation and business intelligence analytics but also offers dashboard tools to make complex data insights intuitive. For more information, please visit www.quovo.com.

About Schwab Performance Technologies
Founded in 1985, Schwab Performance Technologies® (SPT) is a subsidiary of The Charles Schwab Corporation and a leading provider of portfolio management and accounting solutions to approximately 3,800 independent financial advisors and investment managers. PortfolioCenter®, PortfolioServices, and Schwab OpenView Integrated Office™ are products of SPT. An open architecture firm, SPT provides services to all independent advisors regardless of custodial relationships. SPT also supports third-party outsourcing providers that use PortfolioCenter as the basis for their offering. More information is available at www.schwabpt.com.

About Schwab
At Charles Schwab we believe in the power of investing to help individuals create a better tomorrow. We have a history of challenging the status quo in our industry, innovating in ways that benefit investors and the advisors and employers who serve them, and championing our clients' goals with passion and integrity.

More information is available at www.aboutschwab.com. Follow us on Twitter, Facebook, YouTube, LinkedIn and our Schwab Talk blog.

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