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Dashboard

Browse and explore connected accounts with an interactive data hub

dashboard user interface

All Accounts, One Place

View and explore connected accounts in a business dashboard that will become your interactive hub for data-driven book management.

Understand the distribution of account types and institutions across your customer base, drill down to specific users or accounts, and segment your book in the ways that make sense for your business.

This product is available via:

Dashboard

The Quovo Advantage

YOUR DATA HQ

Centralize managed and held-away accounts into a data hub so you can make smarter business decisions.

DISCOVER OPPORTUNITIES

Expand your book by examining opportunities and inviting users to connect held-away accounts.

A FULLER PICTURE

Gain insight into the breakdown of your book and isolate points of competition and contrast that can be used to your advantage.

Want to transform your firm with our dashboard?