Blueleaf, a client engagement, data automation and reporting platform for advisors and clients, has chosen Quovo, a financial data science company that meets the needs of the wealth management industry, as its data partner for the smarter aggregation of their clients’ held-away accounts.
Quovo provides data management platform that allows financial advisors, institutions, and advisor-technology Providers to aggregate and manage their data.
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Quovo co-founder and CEO Lowell Putnam said: "We are excited to announce our partnership with Blueleaf as we share the same core mission of generating simpler workflows and powerful insights for advisors and their clients."
Blueleaf CEO John Prendergast said: "With Quovo, we’re excited to bring our advisors and clients the newest and most innovative account aggregation technology in the industry."
Founded in 2009, Blueleaf uses client financial data to help advisors win more clients and offers a range of growth tools such as asset discovery, goal tracking, client communication, tracking & alerting, and a live client portal with performance dashboards.
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