FundQuest develops and operates proprietary fee-based asset management platforms for partnering institutions. FundQuest has invested millions of dollars in the proprietary technology platform, which supports fee-based programs. Partnering institutions are able to leverage this technology for a fraction of the cost of building it internally.

FundQuest builds programs based on the needs of the institution, its sales force, and its target markets. The customization available from FundQuest allows the institution to determine the appropriate investment platform, the look and feel of the Web site based on the institution's branding guidelines, the investment management services provided by FundQuest, and more. FundQuest can build programs around proprietary fund families, work with existing profiling systems, and incorporate existing investment processes to maintain consistency across the institution's offerings.