Quovo Unveils Advisor Dashboard, Arming Financial Advisors With Enriched Client Data Insights …

NEW YORK, NY–(Marketwired – Sep 29, 2016) – Quovo, the leading provider of account aggregation and data analytics for finance, today announced the release of the Quovo Advisor Dashboard. The new dashboard will initially be rolled out to 2,000 financial advisors nationwide with plans to expand to over 12,000 advisors by year end. “The wealth management industry has embraced data science and we are honored to be playing a part in its modernization,” said Lowell Putnam, Co-Founder and CEO of Quovo. “This year, we’ve realized record growth and have mirrored that growth internally — nearly doubling our headcount across business development, engineering, data science, and operations. In keeping with this growth, we are excited to announce the release of the new Quovo Advisor Dashboard, which will deepen financial advisors’ client…


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