PFM Modules
Accounts

Note: The accounts page comes preloaded with a button that launches our Connect widget to help encourage users to add more accounts.
Summary
- View current net worth and the breakdown across assets, liabilities, and insurance accounts.
- Track changes in net worth over the last 30 days to help your clients get a sense of how they’re trending.

Note: If you only want to embed the chart component of summary, you can use the moduleName = “net-worth.”
Allocation

Note: Quovo uses standard asset allocation mapping that can be customized to support your firm’s asset allocation schema.
Spending & Budgeting
- Can view daily spending and compare trends at the expense-category level to get a better sense of the spending patterns over the course of the month.
- Drill down to view trending and transactions at an individual category level. Users can edit the expense category for individual transactions and the system will automatically update related transactions to the new category.

Note: Only certain account types are eligible for the Spending module (credit cards and checking accounts).

Note: Budgeting views are automatically included as part of the “spending” moduleName.
Goals
- Enter a target amount and completion date, and the monthly contribution required to hit the target will be displayed in real-time.
- Link individual or multiple accounts to each goal to track progress.
- View active goals by time remaining, amount saved, and completion percentage. As users reach their goals, they will be able to mark them as complete to keep track of their milestones.

Transactions
- The “All” view shows transaction history for all accounts.
- The “Investments & Other” view shows transaction history for all investment transactions.
- The “Spending” view shows transaction history only for credit cards and checking accounts, focusing on the expense categories (which can be edited) and values.

Note: The Memos are sourced directly from the financial institution.
Holdings

Account Details

Note: The account details module requires an additional parameter “account” to be defined as it must have a specific account in context.
Dashboard
