Quovo Integrates with Advizr Financial Planning Software

NEW YORK, Dec. 17, 2014 /PRNewswire/ -- Quovo, a provider of account aggregation, normalization and data analysis solutions for financial institutions and investors, today announced its integration with Advizr, an innovative web-based financial planning solution for financial advisors.

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Currently only one in 10 clients receive a financial plan from their advisors. Advizr's intuitive, interactive approach enhances an advisor's ability to efficiently develop plans for all clients.

"We are passionate about financial planning and we believe that the advisors with the right technologies will be best positioned to succeed. Integrating great account aggregation from Quovo gives Advizr users the extra power that comes from bringing accurate, timely reporting into the planning process. Clients will benefit from the extra insight, and advisors will benefit from a more complete understanding of clients' assets," says Hussain Zaidi, Advizr's co-founder and CEO.

Having access to reliable aggregated data for a client's holdings is essential when developing and monitoring a financial plan. Quovo's proprietary technology enables them to enrich the data by normalizing, transforming and reconciling disparate data from any source.

"We share Advizr's belief in the importance of the financial plan," said Quovo CEO Lowell Putnam. "We're very pleased to provide the aggregation engine for their planning software so that more advisors can provide comprehensive, insightful advice for more clients."

ABOUT QUOVO

Quovo is a financial technology company that provides turnkey data science solutions to financial advisors, portfolio managers, and the technology firms that support them. The Quovo data platform integrates account aggregation, portfolio analytics, and business intelligence into a set of powerful and easily configurable cloud services and interactive tools. For more information, visit www.quovo.com.

ABOUT ADVIZR

Advizr, based in New York, NY, is dedicated to creating groundbreaking software that will expand consumer and advisor access to high-quality financial planning services in an accessible format. The powerful, intuitive, interactive financial planning solution empowers advisors to serve all their clients in a cost-effective way, regardless of their net worth. To learn more about Advizr, please visit www.advizr.com.

Media Contact: Leslie Swid, Impact Communications, 913-649-5009, [email protected]

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SOURCE Quovo