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Onist Selects Quovo to Enhance Clients’ Access to Financial Account Data

We’re excited to announce our first partnership in Canada with Onist, a collaborative financial management platform that connects families around their financial accounts and important documents. Through the partnership, Quovo will provide more robust and reliable financial data to Onist’s Canadian clients.

The new Onist-Quovo partnership improves Onist’s ability to enable professionals and consumers to see their financial data from Canadian institutions and accounts such as TFSAs, as well as credit unions,  investment accounts, checking and savings accounts, and credit cards. In one comprehensive dashboard, users and financial professionals can get a full picture of their clients’ or family’s net worth and cash flow. Together, Onist and Quovo are increasing consumers’ access to their own disparate financial data to make better-informed decisions for their families.

Onist CEO Brad Kotansky said, “Onist is all about helping families and their advisors collaborate around household finances – and having access to your complete, reliable Canadian financial data is key to that. We are thrilled to partner with Quovo and feel strongly that we can help bring Canadians the same financial insight Americans have had for years. There’s never been a better time for Canadian families to be able see and digest all of their important financial information in one place.”

“Quovo aims to create the transparency needed for consumers and advisors to make healthier financial decisions. Onist’s commitment to giving families a complete view of their finances aligns perfectly with our mission, making the company an ideal early partner for Quovo in Canada,” said Lowell Putnam, co-founder and CEO of Quovo. “We look forward to providing Onist’s users and their financial advisors with the technology necessary to improve their financial health.”

Interested in learning more about how Quovo’s account connectivity technology can enhance your firm’s services and digital experience?

Get in touch


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