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Congrats to Quovo and their new relationship with Schwab. Quovo is now a Schwab Performance Technologies (SPT) third-party data aggregation provider. Quovo CEO, Lowell Putnam, commented, "We are thrilled to be able to reach and help the more than 3,600 independent financial advisors and investment managers that turn to SPT for powerful portfolio data management and reporting solutions."
SPT's open-architecture allows independent financial advisors and investment managers to efficiently manage client information across multiple custodians and third-party applications. As an SPT Data Aggregation Provider, Quovo will help financial professionals streamline the management of clients' held-away assets across thousands of institutions and any number of account types -- including banking, credit card, retirement, self-directed brokerages, annuities, insurance, and more.
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