FundQuest is committed to strengthening the breadth and depth of our wealth management offering. The following is a list of powerful new products and services.
- The FundQuest Retirement Income Planning Platform
- Wealth Management/Bank Trust Platform
- Enhanced Unified Managed Account UMA with Straight Through Processing and
In House Overlay Management
- Redemption Fee Tracking System
- Best of Breed Online Compliance and Control Reporting
- STP Enabled Back Office Managed Account Platform
- 401K Services and Products
- Global Managed Account Platform
