Quorus

FAIRFIELD, CT · Information Technology · 9 employees

Quorus helps advisors offer clients a highly personalized investment portfolio without the cost and headache of managing hundreds of unique accounts. The Quorus platform allows advisors to customize any investment strategy to meet clients' unique tax, religious values, and ESG needs. Once a portfolio is created, Quorus oversees day-to-day portfolio management, including tax-loss harvesting, so adv

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