FinTech Collective's portfolio company, Quovo, recently signed a partnership with Jefferson National, a tax-advantaged investing platform for RIAs and their clients. By creating a direct data feed for Jefferson National’s Monument Advisor on the Quovo platform, the partnership allows RIAs and fee-based advisors to aggregate tax-deferred assets alongside taxable vehicles to provide more holistic financial advice. Jefferson National’s Monument Advisor, is a transparent no-load tax-advantaged investing platform used by more than 3,000 RIAs and fee-based advisors nationwide.
“Using the Quovo platform with Jefferson National’s Monument Advisor creates a one-stop solution to view taxable and tax-deferred portfolios side by side, helping RIAs and fee-based advisors to manage more holistically, provide more transparency—and ultimately develop stronger relationships with their clients,” said Laurence Greenberg, President of Jefferson National. “The new partnership will also help advisors using Quovo and Jefferson National to interpret big data with more accurate analytics to create greater value for their practice.” “We are delighted to team up with Jefferson National to bring high quality data from their tax-advantaged investments to the Quovo platform,” said Lowell Putnam, Co-Founder and CEO of Quovo. “Through this new partnership, we can help Jefferson National empower advisors with data-driven insights on their clients' accounts.”