Bringing you live news and features since 2006 


SEI teams with Quovo


SEI has formed a strategic partnership with Quovo, a provider of account aggregation and data analytics for finance, to implement data-aggregation applications that will provide real-time account information for financial intermediaries and end-investors.

“Quovo is a well-respected provider of account aggregation in the financial services industry, and their way of thinking aligns with ours – empowering firms through technology,” says Ryan Hicke, Chief Information Officer at SEI. “The wealth management industry is rapidly evolving, and the continuous development and enhancement of technology are catalysts for that change. APIs are one component of SEI’s enterprise strategy to harness next-generation technologies and identify opportunities for alignment with the product initiatives that benefit our clients, workforce, and business.”
SEI will research opportunities with use cases to implement Quovo’s account aggregation technology, which is built on a data platform with an API-driven architecture. Through its industry-leading APIs and modular applications, Quovo enables financial services firms to personalise their services and better engage with clients.
“We look forward to supporting SEI in their efforts to further streamline their clients’ wealth management experience,” said Lowell Putnam, co-founder and CEO of Quovo. “By connecting to consumer financial accounts through Quovo, SEI will be able to deliver a more insightful and personalised digital experience that caters to the increasingly demanding expectations of current and prospective clients.”
“A firm can no longer focus solely on investments; it’s about the bigger picture of clients’ financial success,” says Russ Kliman, Head of Strategic Programs at SEI. “Quovo’s technology will help us provide a comprehensive, up-to-date view of financial accounts from a single platform, enabling clients to more efficiently and effectively manage their wealth.”

Latest News

ETF data consultant ETFGI reports that assets invested in the global ETF industry reached a new record of USD12.71 trillion..
Calastone has published an ETF white paper which examines several of the processes that take place across the lifecycle of..
Adapting product lines to fit into changing methodologies and meet shifting demand is essential to remaining relevant in the industry..
Investors urgently need greater access to diversified investment strategies aligned with the Paris Agreement on climate change if the world..

Related Articles

Taylor Krystkowiak, Themes ETFs
Themes ETFs opened its doors in December 2023, with an introductory suite of 11 ETFs – seven thematic and four...
Konrad Sippel, Solactive
At the end of March, financial index specialist, Solactive, published its 2024 annual report on future trends.  ...
Lorraine Sereyjol-Garros, BNP Paribas
Following changes to the French Monetary and Financial Code and of the French market authority AMF’s General Regulation, it is...
Ed Rosenberg, Texas Capital
Texas Capital Bank first opened its doors back in December 1998 and nowadays offers wealth-management services, as well as commercial,...
Subscribe to the ETF Express newsletter

Subscribe for access to our weekly newsletter, newsletter archive, updates on the site and exclusive email content.

Marketing by