Congratulations Lowell and the Quovo team. We know you hate PDF's but didnt know you had two cats called Ivan and Franklin!
Lowell Putnam really — really — doesn’t like PDFs. The co-founder of financial data-aggregator Quovo Inc., quoting someone else, describes the ubiquitous files as a 21st century solution to a 20th century problem. He thinks wealth managers are starting to aspire to do better things with data than just dumping a lot of information into a document. “We can use data to tell a story or unlock an insight,” he said. For an adviser, seizing the opportunity could mean learning which clients need to be spoken to when their portfolios slip. “There’s an opportunity for you to get in front of bad news” — or good, he said.