Quovo is a revolutionary data science platform that's optimized to extract, manage, and analyze financial portfolio data. Quovo has reconstructed data aggregation as a smart, end-to-end solution for the new era of wealth management and financial planning.
Integration Features
  • Access critical Veo client data such as account information, balances, positions and transaction history
  • Layer in additional held-away accounts from outside sources
  • Normalize data into one common "language"
  • Algorithmically reconcile data to ensure consistency and more
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