Financial advisors from partnering institutions utilize FundQuest's technology to generate and save customized investment strategies for their clients.

Seconds after the financial advisor inputs information on the client's financial status into a Web-based questionnaire, a personalized analysis of the client's financial situation is generated. Serving as the sales closing tool of a fee-based program, the Investment Strategy Report explains the importance and benefits of employing asset allocation, creating a diversified portfolio, and benefiting from ongoing professional money management.

The Investment Strategy Report includes the following information:

• Recommended taxable & tax deferred asset allocation
  
• Historical performance of recommended asset allocation
  
• Personalized risk analysis
  
• Recommended portfolio
  
• Comparison of investment goal to estimated available resources
  
• Investment philosophy
  
• Serves as an excellent sales closing tool, as it explains the importance of timely investing with the institution's fee-based program.