Quorus Wiki

Set up each account: assign the strategy, enter the client's tax rates, set an annual gain budget, add restrictions, and mark positions to hold.
Approve before trading: review a proposal of the initial trades, the gains and losses they would realize, and how closely the result tracks the target.
Manage firm settings: users and roles, defaults for new accounts, households, and restriction lists you can apply across accounts.
Talk to a person: each firm has a primary contact at Quorus, backed by the rest of the team, for onboarding, account questions, and changes to client settings.

Quorus Learning Center (Approved)

Quorus Inc.
500 Post Road, 2nd Fl, Suite 303
Westport, CT 06880
+1 (929) 560-2588

Quorus Inc. ("Quorus") is an Investment Advisor registered with the Securities and Exchange Commission ("SEC"). The material presented is for informational purposes only and should not be construed as investment advice. It is not a recommendation of, or an offer to sell or solicitation of an offer to buy, any particular security, strategy or investment product. Investing in securities involves risks, including the potential loss of money, and past performance does not guarantee future results. Historical returns, expected returns, and probability projections are provided for informational and illustrative purposes, and may not reflect actual future performance. Product images shown are for informational and illustrative purposes only, and may not reflect how they will actually appear within the product. Nothing on this web site should be construed as personalized investment advice, which can only be provided in one-on-one communications.

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