Congrats to Quovo on its new partnership with BlueLeaf. Quovo will now provide BlueLeaf with smarter aggregation for its clients' held-away accounts. Blueleaf is a financial relationship management platform for advisors and their clients.
Founded in 2009, Blueleaf leverages client financial data to help advisors win more clients, grow existing clients and drive referrals. The platform offers powerful automated workflows to build client relationships and tie together a comprehensive suite of growth tools including asset discovery, goal tracking, client communication, tracking & alerting, and a live client portal with performance dashboards. John Prendergast, CEO of Blueleaf, adds, "Blueleaf has always believed in the power of account aggregation to give advisors holistic perspective, and we consider ourselves forward-thinking when it comes to best of breed technology. With Quovo, we're excited to bring our advisors and clients the newest and most innovative account aggregation technology in the industry."