In addition to the Investment Strategy Report, financial advisors from partnering institutions utilize FundQuest's technology to generate and save customized Portfolio Diagnostic Reports for their clients.

The Portfolio Diagnostic Report promotes the financial advisor's investment knowledge, and includes the following information:

• Current asset allocation
  
• Recommended asset allocation
  
• Performance of current investments over time
  
• Performance of current investments compared to their peers
  
• Analysis of investments in correlation to existing holdings
  
• Risk exposure of current investments
  
• Expenses and tax efficiency of current investments