Welcome to FundQuest Inc

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	Overview

	Global Managed Account Platform

	ActivePassive Portfolios®

	Wealth Management / Bank Trust Platform

	Unified Managed Account (UMA)

	Full Service Back Office

	Report Examples

Let FundQuest solve these diverse issues for you including:

Meeting consumer demand for manager choice through open architecture
Supplementing research, analytic, portfolio construction, and trading competencies across each investment style

Learn More
To learn more about our retirement management services or for a demonstration, contact us at info@fundquest.com.

Retirement Management Solutions

For Institutions and Their Advisors

Comprehensive and Integrated Process, Platform, and Investment Products for Sustainable Retirement Income

FundQuest has leveraged over fourteen years of experience in advisor services to build a platform designed specifically for integrated retirement income management. This web-based platform enables advisors to:

● Capture and analyze client information
● Generate action plans
● Make investment product recommendations
● Provide continuous monitoring of client accounts

Retirement Income Management Process Cycle

FundQuest’s well-defined step-by-step process is critical for addressing the complexities of retirement income management. Two key components support this process: carefully selected open architecture products, and a technology platform with practical and productive planning, implementation, and monitoring capabilities.

Major Benefits

For Financial Services Institutions

● Builds client retention during pre-retirement and throughout retirement
● Provides strong rationale to consolidate assets at single provider
● Integrates with financial institution’s proprietary or preferred products
● Employs a process based on proven methodologies and best practices
● Delivers institution’s branded offerings and open architecture products

For Advisors

● Promotes productive step-by-step progress to build actionable plans
● Generates customized plan proposals to drive product sales
● Presents options and their impacts to increase client confidence
● Involves clients in building the investment recommendation rationale
● Promotes client retention via investor-friendly performance reporting
● Increases advisor productivity through integration and automation

Comprehensive Services for Planning, Implementation, and Monitoring

● Advisor friendly web-based user interfaces support data capture,    what-if analysis, and automated production of actionable plans
● Consolidated performance reporting supports ongoing monitoring
● Experienced teams support start-up and ongoing operations
● Platform customized for institution’s branding and business needs
● Promotes client retention via investor-friendly performance reporting
● Platform supports comprehensive universe of product categories:       ● Separately Managed Accounts
      ● Annuities
      ● Mutual Funds
      ● Insurance
      ● Unified Managed Accounts
      ● Exchange Traded Funds

Integrated Web-Based Platform for
Management of Retirement Income

User-friendly screens capture critical data and objectives at summary or detail level:

“What-if” analysis supports process of making trade-offs in key variables:

Graphics support comparison of alternative withdrawal methodologies:

Specific action plan, includes automated investment recommendation:

Download FundQuest Retirement Income Brochure
Download FundQuest Retirement Income Process White Paper