By creating a program that can do that, Putnam thinks Quovo can help advisors go from spending four hours of prep work for one meeting to just one hour for four meetings, helping take on more clients and service them better. But that’s a short-term gain. There are plenty of insights that advisors can’t get from just looking at their own data in different ways and in various contexts. “Even large advisors have a small data set,” Putnam says. “[They] want to learn from others across the country. The data is useless unless you do stuff with it.”

http://wealthmanagement.com/people/ten-watch-2016-lowell-putnam