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QUO

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Overview

QUO 2026: Benefits, Features & Pricing

On this page
  • Overview
  • Pricing and Plans
  • Features
  • User Reviews

Overview

QUO
QUO
5.0
(1)

Pricing

Starting at $250.00 per month

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 settlement. The software enables admins to set up trading limits to control and manage order amounts for trade, mitigating risks from higher price movements in the market and optimizing output.

QUO Screenshots

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QUO Pricing and Plans

Starting price: $250.00 per month
Free Trial
Free Version

Basic

$250.00

per user, per month

No plan information available

    QUO Features

    • Popular features found in Investment Management
      Accounting
      Benchmarking
      Bonds/Stocks
      Client Management
      Compliance Tracking
      Financial Management
      Fund Management
      Investment Research
      Modeling & Simulation
      Portfolio Rebalancing
      Risk Management
    • More features of QUO
      Activity Tracking
      Alerts/Notifications
      API
      Audit Trail
      Automated Execution
      Client Portal
      Commodity Futures
      Compliance Management
      Data Import/Export
      Fee Management
      Financial Analysis
      For Hedge Funds
      For Investment Advisors
      For Investors & Traders
      Investment Management
      Investments Tracking
      Investor Reporting
      Order Management
      Performance Analysis
      Performance Metrics
      Portfolio Analysis
      Portfolio Management
      Profit/Loss Statement
      Real-Time Data
      Real-Time Reporting
      Risk Assessment
      Third-Party Integrations
      Workflow Management

    QUO User Reviews

    Overall Rating

    5.0

    Ratings Breakdown

    5

    100%

    4

    0%

    3

    0%

    2

    0%

    1

    0%

    Secondary Ratings

    Ease of Use

    5.0

    Customer support

    5.0

    Functionality

    5.0

    Have you used QUO and would like to share your experience with others?

    NW

    Noah W.

    Verified reviewer

    Investment Management

    2-10 employees

    Used weekly for less than 6 months

    Review source

    Reviewed January 2021

    Great software

    5

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

    Ratings Breakdown

    5
    Ease of use
    5
    Customer support
    5
    Functionality
    icon
    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.

    Read More

    Showing 1 - 1 of 1 Reviews

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