LOS ANGELES–(BUSINESS WIRE)–Totum Wealth, a provider of digital client engagement and institutional-quality analytics for financial advisors, has partnered with Quovo, a leading financial account aggregation and analytics company for the wealth management industry, to provide financial advisors with a streamlined platform to better access and aggregate client accounts.
Through the partnership, advisors on the Totum platform are able to access custodial feed data via Quovo and then build customized investment portfolios with Totum’s holistic risk profiling that analyzes each client’s unique human capital factors, including health, career, geography, financial strength, family and industry. This will help advisors seamlessly obtain portfolio holdings in their entire book of business to easily develop and review investment strategies suitable for each individual client.
“We pride ourselves in our work with innovative fintech companies,” said Lowell Putnam, Co-Founder and CEO of Quovo. “We are thrilled to reach even more advisors through our partnership with Totum as it’s clear that advisors using Totum see the same value we do in high quality data.”
Totum provides financial advisors with a platform to analyze specific risks in each client’s life, enabling advisors to quickly and easily generate a compelling visual portfolio using any funds and stocks, compare results over various market scenarios, and recommend customized solutions. Quovo offers a data management platform that empowers advisor-technology providers, like Totum, to provide financial advisors with a streamlined solution to extract and analyze financial portfolio data.
“With the Quovo partnership, we are able to provide financial advisors a cohesive platform that allows easy access to portfolio information so they can tailor comprehensive and responsible advice for their clients,” said Min Zhang, co-founder and CEO of Totum Wealth. “We look forward to working with Quovo to redefine how wealth advice is delivered.”
About Totum Wealth
Based in Los Angeles, Totum Wealth provides digital client engagement and institutional-quality analytics for financial advisors to better serve their clients. Totum brings risk clarity for advisors with comprehensive risk profiling of human capital factors and interactive portfolio analytics. For more information, visit www.totumwealth.com or follow the company on LinkedIn.
Quovo is an innovative financial data science company that addresses the needs of the wealth management industry. Quovo offers an enterprise-grade data management platform that empowers financial advisors, financial institutions, and advisor-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 www.quovo.com.