This article was originally posted on Yahoo Finance on May 3rd, 2018.
CHICAGO, May 03, 2018 (GLOBE NEWSWIRE) -- RetireUp, a provider of innovative retirement income planning software for financial advisors, today announced an integration with Quovo, an industry-leading data platform that provides insights and connectivity for millions of financial accounts across thousands of institutions.
RetireUp is a retirement planning tool that uses client data to stress test and model products directly within the client’s portfolio in real time, building custom retirement income plans in minutes. Through this latest Quovo integration, advisors can now pull client data from banks, 401(k)s, brokerages, and more to create a 360-degree picture of their clients’ wealth. In doing so, the integrated software will save time for the advisor and eliminate redundant data input, streamlining the advisor’s workflow and giving valuable time back to the client relationship.
“From day one, the RetireUp software was built fully with the client in mind – a way to bring the advisor and the client on the same side of the table to have an honest and transparent discussion about their financial future,” said RetireUp President and Chief Sales Officer Michael Roth. “Integrating with Quovo helps streamline this process and allows advisors to spend more time doing what they do best: helping their clients achieve their financial goals. We’re excited about this partnership and the new possibilities it brings for our advisors.”
RetireUp recently launched its newest product, RetireUp Pro, which along with its state-of-the-art planning tools, includes features such as automated form filing and transaction history documentation to ensure the advisor remains fully compliant. These capabilities, along with in-depth data aggregation from the Quovo platform, will allow advisors to feel confident that they are providing the most informed, personalized, and powerful financial plans for their clients.
“Generating a holistic view of a client’s financial picture is a critical initial step in the development of robust retirement plans and should underpin efforts to act in a client’s best interest,” said Lowell Putnam, co-founder and CEO of Quovo. “Our ability to connect with the full breadth of financial account types will equip advisors using RetireUp with the data needed to deliver smart, compliant retirement planning. We expect the Quovo-RetireUp partnership to be a fruitful one for both parties.”
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Based in Libertyville Illinois, RetireUp is a leading provider of integrated retirement income planning solutions designed to strengthen the client-advisor relationship. By presenting complex concepts as easily understood numbers and graphics, RetireUp technology platforms quickly engage clients and transform them into enthusiastic participants in the planning process. With powerful tools, actuarial-level product modeling, data integration and an automated forms system, RetireUp facilitates more meaningful client-advisor conversations and faster, better solutions, while streamlining the entire planning process. For more information, go to www.retireup.com.
Quovo is the leading provider of connectivity to consumer financial accounts. Quovo centralizes, organizes, and enriches data from millions of accounts across more than 14,000 institutions to provide businesses with a comprehensive picture of each customers’ financial identity. With industry-specific solutions, clients from emerging fintech startups to Fortune 500 companies rely on Quovo for its seamless technology and rich data insights to deliver more personalized and frictionless customer experiences. Quovo’s unparalleled coverage of the financial ecosystem, powerful data analytics, and flexible deployment options propels businesses in uncovering opportunities to grow their relationships with customers.
To learn more about how Quovo can help you, please visit www.quovo.com.