QUO 2026: Benefits, Features & Pricing
- Overview
- Pricing and Plans
- Features
- User Reviews
Overview
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

QUO Pricing and Plans
Basic
$250.00
No plan information available
QUO Features
- Popular features found in Investment ManagementAccountingBenchmarkingBonds/StocksClient ManagementCompliance TrackingFinancial ManagementFund ManagementInvestment ResearchModeling & SimulationPortfolio RebalancingRisk Management
- More features of QUOActivity TrackingAlerts/NotificationsAPIAudit TrailAutomated ExecutionClient PortalCommodity FuturesCompliance ManagementData Import/ExportFee ManagementFinancial AnalysisFor Hedge FundsFor Investment AdvisorsFor Investors & TradersInvestment ManagementInvestments TrackingInvestor ReportingOrder ManagementPerformance AnalysisPerformance MetricsPortfolio AnalysisPortfolio ManagementProfit/Loss StatementReal-Time DataReal-Time ReportingRisk AssessmentThird-Party IntegrationsWorkflow 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?
Noah W.
Verified reviewer
Investment Management
2-10 employees
Used weekly for less than 6 months
Review sourceReviewed 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
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