Connect
Easily connect any financial account to enable data flow
Provide clients with an embeddable, easy-to-use tool for connecting accounts from 14,000+ financial institutions
Funding
Faster, more accurate account funding and asset transfers for efficient onboarding and growth
Data-driven Account Funding
Seamlessly collect transfer information from delivering institutions to fund accounts quickly and reliably.
Reduce friction. Streamline onboarding. Grow AUM.
1
2
instant auth
Instantly verify account and account owner details
Get key information from connected accounts, such as account number and routing number, to receive ACH funds more accurately and efficiently
3
ACAT
Accelerate investment transfers and reduce NIGOs
Collect and configure everything needed for a full or partial ACATS transfer from a delivering institution, from account info to holdings and statements
4
Balance Estimator
Ensure delivering accounts can support withdrawals
Forecast likely account balances ahead of transfers to ensure smooth settlement of funds across accounts
5
aggregation
Monitor delivering accounts to confirm smooth transfers
Track activity and holdings in delivering account to ensure that transactions don't disrupt a transfer, and see when funds are transferred successfully
Quovo wealth solutions package our data products together to redefine the wealth management experience.
Ready for data-driven wealth management?