Institutions and regulators are increasingly demanding investment solutions that can provide objectivity, transparency, and product neutrality when it comes to wealth management services.

In today’s heightened regulatory environment, FundQuest has the ability to offer your organization a complete suite of standard management and performance reporting that can be customized to meet your unique needs.

Many of these can be run online on a daily, weekly, or monthly basis. Some of the most common institutional reports include:

• Asset additions and subtractions by financial representative
• Total assets under management/sales by branch
• Management fee reports
• Exception reports
• Asset class variance reports

Reports that address individual investor needs include:

• Asset allocation
• Volatility, expense ratios, and tax efficiencies
• Correlation matrices
• Portfolio recommendations