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FundQuest platforms and fee-based investment programs
are customizable and flexible. Partnering institutions
have a great deal of control over the design and management
of their branded programs.
FundQuest offers the partnering institution flexibility
with the following specifics of the platform and program(s):
- Types
of programs - FundQuest Mutual Fund Solution, FundQuest
Freedom Plan Solution, FundQuest Separate Account Solution,
FundQuest Total Investment Solution
- Level
of FundQuest's involvement in asset management role
- Inclusion
of both taxable and tax-deferred investments
- Security
universe - may include mutual funds, stocks, bonds,
ETFs, variable annuities, separate accounts
- Separate
account manager list
- Mutual
fund screening criteria
- Number
and type of asset allocation models, including both
taxable and tax-efficient
- Inclusion
of performance benchmarks
- Number
of transactions permitted within an account
- Fee
structure
- Level
of FundQuest's involvement with program support role
and training
- Clearing Firm
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