Your institution builds success on being a trusted advisor to your customers. Understanding your customer’s unique and changing financial needs allows you to construct solutions to manage customers' wealth over the years and often from generation to generation. Diversification through asset allocation and strong investment performance combined with periodic review of your client’s personal and family financial objectives are key drivers in building and maintaining a successful customer relationship.

As an industry pioneer and global player in open architecture, FundQuest understands your needs. We offer objective investment management, ease of integration, and advisory tools to enhance your trust offering.

Partnering with FundQuest becomes a natural extension of your institution's existing capabilities. We support complete integration with all major trust accounting systems and ensure that transitions are quick and seamless.

Standard reports are daily, weekly, and monthly and support a variety of activities such as:

• New manager account activity
• Analysis of the institution’s assets across the various separate account managers
• Separate account performance vs. benchmarks
• Changes in customer investment goals
• Reporting to support fee processing
• Current asset allocation versus target asset allocation
• Year-end tax reporting
• Management and compliance reports

We also offer a comprehensive quarterly report for customers. The report includes:

• Market outlook and recap for the current quarter
• Account valuation
• Current asset allocation and consolidated portfolio performance reporting and analysis
• Returns vs. benchmarks
• Current quarter and YTD statement
• Trust accounting system integration
• Individual manager attribution