Portfolio company, Quovo, recently partnered with Advisor Software in order to provide wealth managers with seamless access to aggregated client financial data, which can help put together an all-encompassing financial picture for every client. As the wealth management industry evolves post the Department of Labor rule, advisors need access to investment data on held-away accounts in order to provide a holistic planning picture that is relevant for each client. Quovo makes that happen through it's "full stack" aggregation platform