FundQuest - A BNP Paribas company
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Did you know?
Managed account assets reached the $1.8 trillion mark in the 2nd quarter of 2008*.

Let FundQuest, an industry pioneer and innovator, help you grow your fee-based businesses.

* Source: Cerulli 2008

 
 
 
Who We Are

FundQuest is the best partner to help financial advisory firms to control expenses and grow their business. FundQuest provides the most innovative open architecture investment services, the most flexible technology platform, and the best overall sales and back-office operational support to both management and advisors. Founded in 1993, FundQuest is a global provider of web delivered wealth management solutions for premier financial institutions including:

  • Registered Investment Advisers
  • Broker-dealers
  • Banks
  • Insurance companies
  • Wealth Management/Trust companies

FundQuest provides connectivity to all major custodians and clearing firms and builds connectivity to institutions' existing self-clearing and trust accounting operations.

The combined US and European operations of FundQuest have $40 billion in assets under management and administration.*

Let us help you reach the next level of wealth management success.

 

 

 

 
Our Outsourcing Services Offerings

Our objective investment management services and open architecture give you access to a flexible and robust menu of wealth management solutions including:

 

 
 
The FundQuest Difference

FundQuest is the best partner to help you to control expenses and grow your assets because we provide the best overall support including: technology for building and launching your platform, prompt, effective administrative and sales support for both advisors and management, and new investment products and services to keep your company competitive.

Investment Management
Expertise
  Complete Technology and Back Office Support
   
"Best-in-Breed" Money Managers Technology-Based Advisor Tools
   
Managed and Guided Portfolio Offerings Account Setup, Administration and Performance Reporting
   
Rigorous Investment Selection Data Download and Reconciliation
   
Research and Due Diligence Fee and Transaction Processing
   
Marketing Support   Sales Support
     
Unparalleled Speed to Market   Dedicated Client Services
     
Your Company's Brand on Client Reports   Responsive Inside Sales Support
     
Practice Management Resources   Field Wholesaler Support
     
Marketing Collateral   Investment Consulting and Proposal Support
     
    Advisor Training

Our mission is to serve as an extension of your organization’s capabilities. To learn more about our wealth management solutions, contact us at info@fundquest.com.
   
 
* The asset figure represents the US and European operations of FundQuest. Services are offered in the US through FundQuest Incorporated, a Registered Investment Advisor founded in 1993. FundQuest is owned by BNP Paribas, a global leader in banking and financial services with operation in 85 countries.
 
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Copyright © 2009 FundQuest Incorporated. | For new business call, 1-617-526-7386 or email info@fundquest.com. | For sales support, 1-888-253-9169.