Portfolio Company, Quovo, has partnered with digital client engagement and analytics platform, Totum Wealth. The partnership will allow Totum to provide its customers with customized investment portfolios using custodial feed data from Quovo together with Totum's risk profiling. The end result is a cohesive platform that allows advisors to view portfolio holdings in their book of business and built the most suitable investment strategies for clients.
“We pride ourselves in our work with innovative fintech companies,” said Lowell Putnam, Co-Founder and CEO of Quovo. “We are thrilled to reach even more advisors through our partnership with Totum as it’s clear that advisors using Totum see the same value we do in high quality data.”