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
Faster, more accurate account funding and asset transfers for efficient onboarding and growth
Seamlessly collect transfer information from delivering institutions to fund accounts quickly and reliably.
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
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
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
Ensure delivering accounts can support withdrawals
Forecast likely account balances ahead of transfers to ensure smooth settlement of funds across accounts
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?