QUO

RATING:

5.0

(1)
Overview

About QUO

QUO is a portfolio management and trading software designed for private banks, brokers, and clients to streamline business operations. Key features include benchmarking, client portal, performance analysis, investor reporting, fund management, portfolio analysis, data transfer, and compliance management. As a web-based asset and investment management tool with a proprietary network comprising numerous banks and users, experts can use QUO to automate portfolio aggregation, eliminate manual execution, and automate risk control. It also facilitates users to analyze market trends across multiple asset classes such as shares, commodities, and properties. QUO allows businesses to manage client portfolios and execute the entire trade lifecycle, from order receipt to settlem...

QUO Pricing

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

Starting price: 

$250.00 per month

Free trial: 

Available

Free version: 

Not Available

QUO Market Data and Charting
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QUO Reviews

Overall Rating

5.0

Ratings Breakdown

Secondary Ratings

Ease-of-use

5

Customer Support

5

Value for money

0

Functionality

5

Most Helpful Reviews for QUO

1 Review

Noah

Investment Management, 2-10 employees

Used weekly for less than 6 months

Review Source: Capterra
This reviewer was invited by the software vendor to submit an honest review.

OVERALL RATING:

5

EASE OF USE

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed January 2021

Great software

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

PROS

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

CONS

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