--- title: "QUO Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about QUO Software - reviews, pricing plans, popular comparisons to other VoIP products and more." source_url: "https://www.capterra.com/p/200770/QUO-Trader/" page_type: "product" language: "en" --- # QUO Software Review 2026: Features, Reviews, Integrations, Pros & Cons Last updated on September 16, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Support](#support)[Reviews](#reviews) QUO ## What is QUO? Trading & Portfolio Aggregation platform for Asset Managers, Family Offices & Hedge Funds \* View your aggregate portfolios across 300+ custodians \* Trade all asset classes from one browser-based EMS \* Market Data for 15 MM + Listed & OTC securities \* Equities, Fixed Income, OTC, FX, Funds, Crypto & Structured Product \* Trade reporting, broker recon, commission management 300+ Banks & Brokers on one platform - Zero installation & new features every month ## What is QUO used for? [Hedge Fund](https://www.capterra.com/hedge-fund-software/)[Investment Management](https://www.capterra.com/investment-management-software/)[VoIP](https://www.capterra.com/voip-software/) Top alternative Featured Overall rating Based on 1 user reviews Reviews sentiment Positive \- Neutral \- Negative \- Starting price $250 Per User, Per Month Free trial available Free version not included Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for QUO?[Manage this product listing](https://www.g2.com/products/quo-quo/claim_requests/new?auto=true) ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### QUO 5.0 (1) VS. [4.7 (15)](https://www.capterra.com/p/110568/FundCount/reviews/) Starting Price $250 Per User, Per Month Starting Price $24000 Flat Rate, Per Year Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 5.0 (1) Ease Of Use 4.4 (3) Value For Money 0.0 (0) Value For Money 4.1 (3) Customer Service 5.0 (1) Customer Service 4.5 (3) ## QUO alternatives Highest Rated [Unity](https://www.capterra.com/p/275057/Unity/) [5.0 (3)](https://www.capterra.com/p/275057/Unity/#reviews) Starting price $3500.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 100% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/275057/Unity/) [PackHedge](https://www.capterra.com/p/164389/PackHedge/) [4.9 (11)](https://www.capterra.com/p/164389/PackHedge/reviews/) Starting price $5000.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 100% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/164389/PackHedge/) [Pinnakl](https://www.capterra.com/p/189442/Pinnakl/) [5.0 (3)](https://www.capterra.com/p/189442/Pinnakl/#reviews) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 100% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/189442/Pinnakl/) [Backstop](https://www.capterra.com/p/169054/Backstop/) [4.3 (46)](https://www.capterra.com/p/169054/Backstop/reviews/) Starting price $3000.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 91% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/169054/Backstop/) ## FAQs about QUO Overview ### What company size and specific industries is QUO built for? QUO is designed for financial services firms of varying sizes, including asset managers, wealth managers, banks, brokers, CTAs, and hedge funds. It is built for organizations operating in the US and Canada, Europe, Asia Pacific, the Middle East, and Australia and New Zealand. Features and Usability ### What are the key features of QUO? QUO offers investment management features including portfolio management, portfolio rebalancing, order management, and investments tracking. It also includes performance analysis, risk management, real-time analytics, reporting and statistics, compliance management, audit trail, client portal, and API and third-party integrations for buy-side and sell-side firms. Getting Started and Support ### What training and onboarding options does QUO offer? QUO provides in person training, live online sessions, documentation, and videos to help teams get started. In person and live online formats support guided setup and direct instruction, while documentation and videos offer written and visual reference materials for self-paced learning and review. Getting Started and Support ### What customer support options does QUO offer? QUO provides Email/Help Desk, Phone Support, 24/7 Live Rep, and Chat. No reviewer feedback is available to describe response times, helpfulness, or common support frustrations, so only the listed support channels can be confirmed. ## Features AI summary Based on 877 VoIP reviews Capterra reviewers highlight these as the features buyers focus on most when comparing investment management software: - **Performance Metrics** (**39%** of reviewers rated this feature as critical) - **Reporting/Analytics** (**43%**) - **Investments Tracking** (**43%**) QUO supports **Performance Metrics** and **Investments Tracking**, giving firms a way to monitor returns and keep close visibility into portfolio activity. However, it does not include **Reporting/Analytics**. Instead, it offers other highly rated capabilities, including **Portfolio Management** (**40%**), **Data Import/Export** (**38%**), and **Benchmarking** (**38%**), which can help teams organize holdings, move data between systems, and compare results against targets or market standards, helping businesses make more informed investment decisions. Activity Tracking Track and document all activities across devices, networks, and other systems Alerts/Notifications Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges API Application programming interface that allows for integration with other systems/databases Audit Trail A record of all activities within the system, including user access, changes made, etc. Automated Execution Automatically place and execute trades without the need for manual input. Benchmarking Compare key metrics for the business against prominent players in the industry QUO 39 features ### All Features - Activity Tracking: Track and document all activities across devices, networks, and other systems - Alerts/Notifications: Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges - API: Application programming interface that allows for integration with other systems/databases - Audit Trail: A record of all activities within the system, including user access, changes made, etc. - Automated Execution: Automatically place and execute trades without the need for manual input. - Benchmarking: Compare key metrics for the business against prominent players in the industry - Bonds/Stocks: Purchase and track both bonds and stocks in the portfolio - Client Portal: Private online space that lets businesses securely share documents and provide information access to clients - Commodity Futures: Track and trade contracts to transact in tangible goods at a certain price in the future - Compliance: Implements policies and controls to help the organization meet various compliance certifications and standards, such as SOC 1, SOC 2, SSAE 18, ISO 27001, HIPAA and PCI DSS. - Compliance Management: Track and manage adherence to policies for any service, product, process, or supplier - Data Import/Export: Import and export data to and from software applications - Fee Management: Track collected or paid charges for services performed or access granted - Financial Analysis: Evaluate units, projects, budgets, and other finance-related data to gauge their performance and potential risk - Financial Management: Plan, manage, and track the financial activities of an individual or organization - For Hedge Funds: Designed for Hedge Funds - For Investment Advisors: Used by financial advisors and money managers - For Investors & Traders: Used by retail investors and active traders/day traders - Fund Management: Manage allocation and performance of financial assets - Investment Management: Manage and handle financial assets as well as other investments. - Investments Tracking: Monitor capital allocation and asset prices over time - Investor Reporting: Compile and report on all investor activities - Modeling & Simulation: Using physical, mathematical, or logical models as a basis for simulations to generate data for managerial or technical decision-making - Order Management: Manage and track customer orders for goods, investments, or any other purchases - Performance Analysis: Monitor and analyze the performance and status of a server or system/application - Performance Metrics: A set of indicators that tracks the performance of networks, applications, systems, teams, etc. - Portfolio Analysis: Measure and assess the performance of investments - Portfolio Management: Overview of all programs that help compare initiatives, align projects with strategic goals and identify risk - Portfolio Rebalancing: Reallocation of assets to reflect changing investment goals or market conditions - Profit/Loss Statement: A type of financial statement used to record and report an organization's revenues, costs, and expenses over a specific amount of time - Real-Time Analytics: Analyze and gain insights into data in real-time - Real-Time Data: Receive data and information in real time - Real-Time Monitoring: Active monitoring of systems, applications, or networks - Real-Time Reporting: Active reporting of data and metrics - Reporting & Statistics: Collection, analysis, and representation of numerical data and generation of reports to understand various patterns - Risk Assessment: Initiate collection and analysis of known risks - Risk Management: Process of identifying, evaluating, mitigating, addressing and reporting on potential risks or uncertainties - Third-Party Integrations: Set up connections to third-party platforms to improve business processes - Workflow Management: Create, design and manage workflows for repetitive tasks --- Get Advice We can help you find the software with the features you need. Features 5.0 (1) 5.0 Based on 1 reviews ## Pricing Free Trial Basic $250.00 Per User,Per Month Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Customer Service 5.0 (1) Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises Customer Service 5.0 (1) 5.0 Based on 1 reviews ## User reviews Overall rating 5.0 Based on 1 reviews Filter by rating 5(1) 4(0) 3(0) 2(0) 1(0) Mentioned topic Sorted by most recent NW Noah W. Financial adviser Investment Management ### "Great software" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 January 8, 2021 It’s been really great using the software getting access to things so easily (reports) and saves a lot of time. Pros Functionality and ease of seeing what’s going on overall with all the cash flow and investments. Cons It took a while to set up but once it was set up it was very easy. Review source Vendor Referred: This reviewer was invited by the software vendor to submit an honest review. ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.