FundQuest’s Fund Solution is a highly customizable mutual fund wrap product that allows the partner institution to choose the mutual fund universe and the mutual fund screening criteria. The institution may place restrictions on the mutual fund universe including developing a universe consisting only of their proprietary fund families. The platform allows for FundQuest, the partner institution, or the financial advisor to hold discretion and create and maintain optimal portfolios for investors. FundQuest provides tools, including a screened and scored mutual fund list, to assist financial advisors in the selection and management of assets in the portfolios.