The FundQuest Difference
Who We Are
What We Offer
Why FundQuest?
About FundQuest
Developer of customized online, fee-based asset management programs
RIA with $10 billion in assets under management
Objective, innovative firm
Fee-Based Experts
Strategic consulting
Investment management
Technology focused
Simplified selling system
We Work With Leading Financial Institutions
BanksInsurance
CompaniesBroker-Dealers
Trust Departments/
Firms
Wealth-Management
Groups
Partner to the Nation’s Investment Leaders
Who We Are
What We Offer
Why FundQuest?
Access A Menu of Flexible, Fee-Based Products
Delivered Over the Web
Money Management Expertise
CompleteBack-Office Support
Sales & Marketing Resources
Alternative Investments
Mutual Fund Wrap
Separate Accounts
Fee-Based Brokerage
Unified Managed Accounts
Trust Integration
Exchanged Traded Funds
Insurance Products
Retirement Income Platform
Resulting in a Customized and Simplified Selling SystemThat Drives Your Organization’s Fee-Based Business
Unparalleled Speed to Market
Money Management Expertise
Best-in-breed money managers
Managed and guided portfolio offerings
Rigorous investment selection
Research and due diligence
Complete Back-Office Support
Outsourced administrative services
Account setup and administration
Data download and reconciliation
Fee and transaction processing
Complete Back-Office Support
Dedicated client liaison group – Link between FundQuest sales
and client’s back-office team– Monitor and tackle client issues– Coordinate operational
calls with client
Dedicated Sales Team
Relationship Manager
Inside Sales Representative
External wholesaler support
National consulting groups
Extensive Marketing Resources
Strategic marketing consulting
Customized and off-the-shelf marketing programs
Practice management/business development resources
Who We Are
What We Offer
Why FundQuest?
Benefits to Clients
Turnkey managed money platform
Directly link to client product solutions
Ongoing promotional campaigns
Strategic consulting
Customized rollout programs
Monthly marketing campaigns
Business development resources
The FundQuest Difference
Extension of your firm’s capabilities
Customized, client-branded programs
Clearing and product agnostic
Unparalleled speed to market