BOSTON--(BUSINESS WIRE)--Sixteen of FundQuest’s Wealth Architect clients now have access to the FundQuest Unified Managed Account Solution. FundQuest has added its Unified Managed Account to FundQuest’s industry leading Wealth Architect™ platform that financial firms employ to deliver mutual fund and separate account portfolio services.
FundQuest’s Unified Managed Account enables financial institutions to meet their clients’ diverse needs for product diversification, customization, and tax management through the convenience of a single unified umbrella account. Investors in FundQuest’s Unified Managed Account can include separate account managers, mutual funds, and exchange-traded funds in one core account with oversight by FundQuest’s proprietary Overlay Portfolio Management process.
“The Unified Managed Account solution will provide FundQuest’s Wealth Architect clients with access to diversified portfolios featuring multiple open architecture investment products and premier money managers,” said Maryanne Morrow, Vice President, National Accounts at FundQuest.
According to Tim Clift, Chief Investment Officer at FundQuest, “Our global team of investment professionals employs a rigorous due diligence process for our Unified Managed Account which ensures that we are delivering best of breed investment choices and coordinating the portfolio to meet each client’s objectives.”
Wealth Architect is used by banks, broker-dealers, and Registered Investment Advisors to provide comprehensive fee-based open architecture investment services. Wealth Architect is a powerful tool which advisors use for client profiling, proposal generation, and consolidated client performance reporting.
About FundQuest
FundQuest is a leading provider of customized turnkey managed investment account solutions to premier financial institutions. The combined US and European operations of FundQuest have $30 billion in assets under management and administration. Financial institutions leverage FundQuest’s flexible menu of wealth management solutions to deliver: mutual fund advisory, separately managed accounts, unified managed accounts, retirement income management, trust services, fee-based brokerage, annuities, exchange-traded funds, and alternative investments.
The company’s open technology architecture, objective investment management services, and sales and marketing resources help financial advisors to address their clients’ important financial goals. FundQuest’s services are offered in the US through FundQuest Incorporated, a Registered Investment Advisor founded in 1993. FundQuest is owned by BNP Paribas, a European leader in banking and financial services, with operations in 85 countries and a significant and growing presence in North America.
Contacts
FundQuest
Rob Mast, 617-526-7326
rmast@fundquest.com
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© Business Wire 2006