Quovo is the leading data aggregation service for the next generation of wealth management platforms. Quovo provides account aggregation and analytics services for investment advisors, broker-dealers, banks, and FinTech companies. Quovo and Betterment believe a revolution is underway that will fundamentally change wealth management. Our CTOs will demonstrate how integrating Quovo’s account aggregation services into Betterment using a RESTful API helped build a streamlined user experience for clients. Account syncing workflows can be complex, especially when dealing with processes such as multi-factor authentication (“Text me a PIN to access my account” etc.), so the integration required deep collaboration. The result is one of the most successful aggregation features in the market today. It transforms the way people manage their money and plan for their futures.

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