Partnering institutions work with FundQuest to design branded Web portals that financial advisors can customize for their client's personalized connection to account performance and market information. Personalized, rich with data, and easy to navigate, the user-friendly ClientConnect site will not overwhelm investors with too much information.

Key benefits of ClientConnect:

• Control content at the home office and financial advisor level
• Retain financial advisors and their clients
  
• Expand the site as FundQuest continually updates ClientConnect's capabilities

Advisors provide their clients with access to the following information:

• Portfolio asset allocation
  
• Portfolio performance
  
• Portfolio values
  
• Recent account activity
  
• Details on Portfolio Holdings
  
• The latest financial market information and tools