About QUO

QUO is a SaaS-based investment management software, which allows financial businesses to manage client portfolios and execute the entire trade lifecycle, from order receipt to settlement.
* Fund managers & Hedge Funds can monitor position aggregation, handle daily investment activities, and analyze market trends across multiple asset classes such as shares, commodities, or properties.
* Aggregate Portfolios from 300 plus banks & brokers in real time
* 15 MM Plus securities (Market Data) - Equities, Fixed Income (OTC), FX, Structured Products, Funds, Crypto Assets

Advanced OMS Features in a simple browser based system
* Investment specialists can interact with brokers, and process trading from a single browser window.
* Users can also set up trading limits to control the size and order amounts for trade, mitigating risks from higher price movements in the market.
* Using the order management module, financial advisors can capture order or trade details, route them to trading venues, and view orders generated from the core banking system.

Pre Trade Checks Automated for the entire team
* QUO helps you automate UCITS / MAS/ HKEX and other regulations
* Enables wealth managers to oversee aggregate positions of the market across client accounts, track profit or loss in real-time, and monitor portfolios to determine any asset exposure to risks.

Pricing starting from:


  • Free Trial
  • Subscription
View Pricing Plans

Key benefits of QUO

** Curt market data costs for all assets - Equities, Fixed Income, Bonds, Options, Futures
** Automated Risk Management 0- Pre Trade Checks including Portfolio level, Account & Trader level checks
** Live Portfolio Aggregation - No more post trade reconciliations, manual aggregation or incorrect data
** One System to manage Execution, Portfolio / Order Management as well as Market Data
** SaaS based and Modular pricing - Built the ideal solution for your requirements


Business size



United Arab Emirates, Afghanistan, Antigua & Barbuda, Albania, Armenia and 103 others, Austria, Australia, Azerbaijan, Bosnia & Herzegovina, Barbados, Bangladesh, Belgium, Bulgaria, Bahamas, Bhutan, Belarus, Belize, Canada, Switzerland, China, Costa Rica, Cuba, Cyprus, Czechia, Germany, Denmark, Dominica, Dominican Republic, Estonia, Spain, Finland, France, United Kingdom, Grenada, Georgia, Greece, Guatemala, Hong Kong SAR China, Honduras, Croatia, Haiti, Hungary, Indonesia, Ireland, Israel, India, Iraq, Iran, Iceland, Italy, Jamaica, Jordan, Japan, Kyrgyzstan, Cambodia, St. Kitts & Nevis, North Korea, South Korea, Kuwait, Kazakhstan, Laos, Lebanon, St. Lucia, Sri Lanka, Lithuania, Latvia, Moldova, Montenegro, North Macedonia, Myanmar (Burma), Mongolia, Malta, Mexico, Malaysia, Nicaragua, Netherlands, Norway, Nepal, New Zealand, Oman, Panama, Philippines, Pakistan, Poland, Portugal, Qatar, Romania, Serbia, Russia, Saudi Arabia, Sweden, Slovenia, Slovakia, El Salvador, Syria, Thailand, Tajikistan, Turkmenistan, Turkey, Trinidad & Tobago, Taiwan, Ukraine, United States, Uzbekistan, St. Vincent & Grenadines, Venezuela, Vietnam, Yemen

Supported Languages

Chinese, English, French, Japanese

Pricing starting from:


  • Free Trial
  • Subscription
View Pricing Plans


QUO client portfolio monitoring - Aggregate across multiple Brokers & Custodians in Real time. Fully automated view of P&L, Exposure, Delta, MTD, LTD, Cost, % weights etc
QUO stock watchlists
QUO Blotters for all online & offline executions
View 4 more
QUO video
QUO screenshot: QUO client portfolio monitoring - Aggregate across multiple Brokers & Custodians in Real time. Fully automated view of P&L, Exposure, Delta, MTD, LTD, Cost, % weights etc QUO screenshot: QUO stock watchlists QUO screenshot: QUO Blotters for all online & offline executions


Total features of QUO: 48

  • API
  • Activity Tracking
  • Alerts/Notifications
  • Asset Management
  • Audit Trail
  • Automated Execution
  • Benchmarking
  • Bonds / Stocks
  • Client Portal
  • Commission Management
  • Commodity Futures
  • Compliance Management
  • Customer Accounts
  • Data Import/Export
  • Fee Management
  • Financial Analysis
  • Financial Management
  • Flexible Allocation Methods
  • For Buy-Side Firms
  • For Family Offices
  • For Fund of Funds
  • For Hedge Funds
  • For Investment Advisors
  • For Investors & Traders
  • For Multi-Family Offices
  • For Offshore
  • For Sell-Side Firms
  • Fund Management
  • Graphical Data Presentation
  • Investments Tracking
  • Investor Reporting
  • Modeling & Simulation
  • Order Management
  • Performance Analysis
  • Performance Metrics
  • Portfolio Analysis
  • Portfolio Management
  • Portfolio Rebalancing
  • Profit/Loss Statement
  • Profitability Analysis
  • Real Time Analytics
  • Real Time Data
  • Real Time Monitoring
  • Real Time Reporting
  • Reporting & Statistics
  • Risk Management
  • Third Party Integrations
  • Workflow Management



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Overall rating

5 /5
Value for Money
Ease of Use
Customer Support

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Showing 1 review
Noah W.
Overall rating
  • Industry: Investment Management
  • Company size: 2-10 Employees
  • Used Weekly for 1-5 months
  • Review Source

Overall rating

  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Great software

Reviewed on 2021/01/08

It’s been really great using the software getting access to things so easily (reports) and saves a...

It’s been really great using the software getting access to things so easily (reports) and saves a lot of time.


Functionality and ease of seeing what’s going on overall with all the cash flow and investments.


It took a while to set up but once it was set up it was very easy.


Below are some frequently asked questions for QUO.

QUO offers the following pricing plans:

  • Starting from: US$250,00/month
  • Pricing model: Subscription
  • Free Trial: Available

Modular pricing # QUO Portfolio - Aggregate portfolios from 100s of accounts & 300+ Banks & Brokers # QUO Trade - Real time execution for over 15 Million plus Listed & OTC Securities # QUO Risk - Automate pre trade checks and eliminate 95% plus errors

We do not have any information about QUO features

QUO has the following typical customers:

2-10, 11-50, 51-200, 201-500, 501-1 000, 1 001+

QUO supports the following languages:

Chinese, English, French, Japanese

QUO supports the following devices:

We do not have any information about what integrations QUO has

QUO offers the following support options:

Email/Help Desk, Phone Support, 24/7 (Live rep), Chat

Related categories

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