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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.

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1

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

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?