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Suitability

Effortless, comprehensive assessment of client financial profiles to enable more informed advice

Data-driven Suitability Assessment

Connect investor accounts to instantly generate suitability profiles around financial needs, experience levels, and risk.

Discover instantly. Understand holistically. Advise confidently.

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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

Aggregation

Discern net worth, trade activity, and holding types

Get a comprehensive understanding of your clients' net worth, investing experience, and their distribution of holdings and security types

3

Income + Expense

Evaluate income levels and significant liquidity needs

Assess a rich profile of income, across multiple streams, and immediately understand the scale and periodicity of major expenses

4

PFM

Understand allocation and clients' financial priorities

See net worth, asset allocation, holdings concentration, as well as client-set goals and budgets to uncover a rich financial profile

Quovo wealth solutions package our data products together to redefine the wealth management experience.

Ready for data-driven wealth management?