QUO

Portfolio Aggregation & Trading Platform for Asset Managers

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QUO Overview

What is QUO?

QUO is a cloud-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 can monitor position aggregation, handle daily investment activities, and analyze market trends across multiple asset classes such as shares, commodities, or properties.

The platform enables investment specialists to manage various merchandising strategies, interact with brokers, and process trading from a single portal. 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.

QUO complies with UCITS regulations, which helps wealth managers 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.

QUO Overview

Pricing

Starting from
US$250,00/month

Pricing options

Free Trial
Subscription

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


QUO Features

Devices
Business size
S M L
Markets
United States, Australia, Germany
Supported Languages
English

Media

QUO stock watchlists
QUO client portfolio monitoring
QUO Blotters
QUO video QUO screenshot: QUO stock watchlists QUO screenshot: QUO client portfolio monitoring QUO screenshot: QUO Blotters
User recommendation
0/10
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QUO Pricing

QUO Pricing

Starting from
US$250,00/month
Free Trial
Subscription

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

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

Value for Money
0/5
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QUO Features

QUO Features

API
Accounting Integration
Accounting Management
Activity Dashboard
Audit Trail
Automatic Notifications
Billing & Invoicing
Compliance Management
Customizable Reporting
Data Import/Export
Electronic Payments
Expense Tracking
Financial Analysis
Invoice Management
Invoice Processing
Multi-Currency
Real Time Data
Reporting & Statistics
Third Party Integration
Workflow Management
Features
0/5
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Categories

Additional information for QUO

Additional information for QUO

Key features of QUO

  • Audit Trail
  • Commission Management
  • Compliance Management
  • Order Management
  • Real Time Reporting

Benefits

* Redcu

QUO FAQs

QUO FAQs

Below are some frequently asked questions for QUO.

Q. What type of pricing plans does QUO offer?

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

Q. What are the main features of QUO?

QUO offers the following features:

  • Audit Trail
  • Commission Management
  • Compliance Management
  • Order Management
  • Real Time Reporting

Q. Who are the typical users of QUO?

QUO has the following typical customers:

Small Business, Mid Size Business

Q. What languages does QUO support?

QUO supports the following languages:

English

Q. What type of pricing plans does QUO offer?

QUO has the following pricing plans:

Subscription

Q. Does QUO support mobile devices?

We do not have any information about what devices QUO supports

Q. What other apps does QUO integrate with?

We do not have any information about what integrations QUO has

Q. What level of support does QUO offer?

QUO offers the following support options:

Phone Support, Online Support