QUO Pricing, Features, Reviews & Comparison of Alternatives


SaaS Multi Broker OMS+EMS - 300+ Custodians (All Assets)

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QUO overview

What is QUO?

QUO is a SaaS-based investment management software, which allows financial businesses to manage client portfolios and execute the entire trade lifecycle, from order receipt to settlement.
* Fund managers can monitor position aggregation, handle daily investment activities, and analyze market trends across multiple asset classes such as shares, commodities, or properties.
* Aggregate Portfolios from 300 plus banks & brokers in real time
* 15 MM Plus securities (Market Data) - Equities, Fixed Income (OTC), FX, Structured Products, Funds, Crypto Assets

Advanced OMS Features in a simple browser based system
* Investment specialists can interact with brokers, and process trading from a single browser window.
* Users can also set up trading limits to control the size and order amounts for trade, mitigating risks from higher price movements in the market.
* Using the order management module, financial advisors can capture order or trade details, route them to trading venues, and view orders generated from the core banking system.

Pre Trade Checks Automated for the entire team
* QUO helps you automate UCITS / MAS/ HKEX and other regulations
* Enables wealth managers to oversee aggregate positions of the market across client accounts, track profit or loss in real-time, and monitor portfolios to determine any asset exposure to risks.


Starting from
Pricing options
Free trial
Value for money
View Pricing Plans


Business size



United States, Canada, United Kingdom, Australia, China and 5 other markets, India, Japan, Germany, Brazil, Mexico

Supported languages

English, Chinese (Simplified), French, German
QUO screenshot: QUO stock watchlistsQUO - Trading & Aggregation Platform for Wealth ManagersQUO screenshot: QUO client portfolio monitoring - Aggregate across multiple Brokers & Custodians in Real time. Fully automated view of P&L, Exposure, Delta, MTD, LTD, Cost, % weights etcQUO screenshot: QUO Blotters

QUO reviews

There are currently no reviews of QUO.

QUO pricing

Starting from
Pricing options
Free trial
View Pricing Plans

Modular pricing
# QUO Portfolio - Aggregate portfolios from 100s of accounts & 300+ Banks & Brokers
# QUO Trade - Real time execution for over 15 Million plus Listed & OTC Securities
# QUO Risk - Automate pre trade checks and eliminate 95% plus errors

QUO features

Audit Trail
Compliance Management
Reporting & Statistics
Workflow Management

Accounting Integration (183 other apps)
Accounting Management (217 other apps)
Activity Dashboard (287 other apps)
Automatic Notifications (188 other apps)
Billing & Invoicing (217 other apps)
Customizable Reporting (189 other apps)
Data Import/Export (218 other apps)
Electronic Payments (193 other apps)
Expense Tracking (174 other apps)
Financial Analysis (160 other apps)
Invoice Management (260 other apps)
Invoice Processing (176 other apps)
Multi-Currency (183 other apps)
Real Time Data (168 other apps)
Third Party Integration (257 other apps)

Security and privacy


Encryption of sensitive data at rest
HTTPS for all pages

Access control

Multi-factor authentication options
This will ask you to sign in with LinkedIn

Videos and tutorials

Additional information for QUO

Key features of QUO

  • Automated Execution
  • Bonds / Stocks
  • Commodity Futures
  • Flexible Allocation Methods
  • Investments Tracking
  • P&L Calculation
  • Portfolio Analysis
  • Portfolio Rebalancing
View All Features


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