Blueleaf Partners With Quovo to Deliver Smarter Data to Financial Advisors Nationwide
Selects Quovo as Data Partner for Held-Away Account Aggregation
(firmenpresse) - NEW YORK, NY -- (Marketwired) -- 11/04/15 -- , a financial relationship management platform for advisors and their clients, today announced its partnership with , the leading financial data science company that addresses the needs of the wealth management industry. Blueleaf has selected Quovo as their data partner for the smarter aggregation of their clients' held-away accounts.
"Blueleaf has a rich history of investing in their data quality and recognizing the value of aggregation for financial advisors and their clients' experience," said Lowell Putnam, Co-Founder and CEO of Quovo. "We are excited to announce our partnership with Blueleaf as we share the same core mission of generating simpler workflows and powerful insights for advisors and their clients."
Founded in 2009, Blueleaf leverages client financial data to help advisors win more clients, grow existing clients and drive referrals. The platform offers powerful automated workflows to build client relationships and tie together a comprehensive suite of growth tools including asset discovery, goal tracking, client communication, tracking & alerting, and a live client portal with performance dashboards.
John Prendergast, CEO of Blueleaf, adds, "Blueleaf has always believed in the power of account aggregation to give advisors holistic perspective, and we consider ourselves forward-thinking when it comes to best of breed technology. With Quovo, we're excited to bring our advisors and clients the newest and most innovative account aggregation technology in the industry."
A relative newcomer to the industry, Quovo offers a cutting-edge data management platform that allows financial advisors, institutions, and advisor-technology providers to aggregate and manage their data better than ever before. Their full-stack data management platform not only provides the essential backbone for aggregation and business intelligence analytics but also offers dashboard tools to make complex data insights intuitive.
Blueleaf is reinventing the work of wealth management by simplifying the workflows that touch clients, advisors and the enterprise. With an innovative client engagement system and world class data platform, Blueleaf customers grow faster and do more for their clients. For more information, visit
Quovo is an innovative data science company that addresses the needs of the wealth management industry. Quovo offers an enterprise-grade data platform that empowers financial advisers, financial institutions, and technology providers to more intelligently aggregate, extract, manage, and analyze financial portfolio data. Quovo's full-stack platform not only provides the essential backbone for aggregation and business intelligence analytics but also offers dashboard tools to make complex data insights intuitive. For more information, please visit .
Jacqueline Silva
(646) 405-6336
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Datum: 04.11.2015 - 15:30 Uhr
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