Audience

Private banks, brokers and their professional clients seeking a web-based portfolio management and trading platform

About QUO

Manage your portfolios, pre-trade checks and trade in real-time from your positions. Trade all markets with your brokers & banks via our easy-to-use web platform. Aggregate & manage investments across all your banks. Trade 15 million securities across all asset classes globally. Automate pre-trade compliance and risk rules. Referential data covering over 15 million securities. Connect to external systems, consume data, and submit orders. As a cloud-based SaaS platform, QUO is the ideal solution to meet all your work-from-home needs. Manage all client portfolios from anywhere. A holistic view of all your positions and exposures with intraday gains or losses. Access all listed and OTC assets without having to purchase external data. Seamlessly connect to your existing systems. Simply request your bank's relationship managers to be live with QUO and we will take care of the rest. Our specialists will help you tailor the most efficient workflows to maximize your alpha.

Integrations

API:
Yes, QUO offers API access
No integrations listed.

Ratings/Reviews

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ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
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Company Information

QUO
United States
quo.am/

Videos and Screen Captures

QUO Screenshot 1
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Product Details

Platforms Supported
SaaS
Training
Documentation
Live Online
In Person
Videos
Support
Phone Support
Online

QUO Frequently Asked Questions

Q: What kinds of users and organization types does QUO work with?
Q: What languages does QUO support in their product?
Q: What kind of support options does QUO offer?
Q: Does QUO have an API?
Q: What type of training does QUO provide?

QUO Product Features

Algorithmic Trading

Auto Fibs
Auto Trend Lines
Trading From Charts
Pattern Tools
Basket Trading
2-Click Trading
Backtesting
Analyst on Demand
Stock Screener
Drawing Tools

Investment Management

Payroll & Commissions
Performance Metrics
Portfolio Management
Client Management
Commodities
Risk Management
Benchmarking
Fund Management
Accounting Management
Data Import / Export
Bonds / Stocks
Modeling & Simulation
For Investment Advisors
For Investors & Traders
Compliance Reporting

Stock Portfolio Management

Order Management
For Traders
Billing & Invoicing
Client Management
Wash Sale Detection
Portfolio Rebalancing
Technical Analysis
For Investment Advisors
Data Warehousing
Portfolio Accounting
Tax Management
Risk Management