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Get a Competitive Edge with FundQuest
FundQuest’s Separate Account Manager Back Office Outsourcing provides money management firms access to multiple retail distribution channels without the need for building and supporting the operation infrastructure on their own.
Maximize operational efficiencies by outsourcing your back-office functions with FundQuest. Our state of the art technology gives you access to a customized and turnkey back-office platform that delivers scalability, increased efficiency, and a competitive edge. Managers can focus on managing their model portfolios with less operational resources and reduced paperwork.
With FundQuest, you can gain access to automated and improved reporting and service capabilities. These mitigate your own internal risks so you can focus on your core asset management and distribution competencies.
Our complete back office support includes:
- Trading access and execution for outsourced separately managed accounts
- Daily account reconciliation to the custodian
- Billing services
- Performance calculation and reporting
- Proxy voting
- Restriction management
- Tax harvesting execution
- Management reporting
- Connectivity to
multiple custodians
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