| 
FundQuest's
exclusive focus on the partner institution and associated financial advisors includes
a variety of unique support services:
- Platform design which integrates with client company
existing financial planning and profiling software
- Sophisticated and timely research support and advisory
services support the financial advisor in product selection
and investment recommendations
- Complete range of training, business development,
marketing, and sales tools to support advisor business
development activities
- Field sales support for partner institution's distribution
channels through dedicated Client Relationship Team
- Managed account sales support offered through either
the Analytics Support Group or Investment Consulting
Group
- Institutional-level sales and compliance reports
|
|
