The next generation of wealth platform is already here

Discover your real-time data,
single sign-on workflow hub

The QUO platform delivers three comprehensive features in one consolidated solution.

Designed with wealth manager workflow front of mind, there has never been a more intuitive, user-centric way to run your daily operations.

QUO Portfolio

Transform your portfolio management operations

Aggregate all your positions from over 200 custodian banks and brokers. In real time, monitor live exposures and omni-account market values, and view realized and unrealized P&Ls in both account or investment currencies.

And much more, including intraday available cash and a suite of value-added portfolio tools. Discover more

“Live portfolio view of all our aggregated positions makes our daily workflow so much easier to navigate. It positions us to really focus on what matters.”

QUO Trade

Accelerate your daily trade workflow

Execute trades in all asset classes online across 100+ worldwide exchanges, receive rich data live in real-time or delayed, and enjoy access to a global network of FIX-connected banks. Learn more

“We designed QUO Trade to address the most pressing pain points that asset managers experience on a daily basis. The result is an end-to-end trading tool through which to manage the entire trade cycle and eliminate the inefficiencies of legacy processes.” Will Lawton, CEO of QUO

QUO Risk

Achieve optimised market risk control

Set up automated pre-trade compliance rules, including an array of position and trade limit orders; configure additional lines of defence against risk, including rules on blacklists, shorts, and price boundaries; and receive automated audit trail reports for compliance and operations departments.

QUO Risk comes fully loaded with a range of additional best-in-class risk prevention features, including compliance check automation and live passive breach updates. Find out more

“The exponential growth of data in wealth management has meant that security is of critical importance to end-clients. At QUO, we wanted to go above and beyond by building an industry benchmark security solution as a key priority feature of the QUO platform.”

Centralise your workflow

into one all-powerful,
single sign-on platform

No more switching between platforms from multiple banks and brokers with separate security tokens.

With QUO, enjoy the ease and convenience of one trade-ready wealth hub. Learn more

Trade execution and portfolio
monitoring in real time

Directly from the QUO platform, monitor and adjust portfolios in real time.

From reducing or increasing portfolio exposures to executing orders, and from algos to sophisticated order types, achieve total workflow control with ease and efficiency. Learn more