the fundquest difference who we are
TRANSCRIPT
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The FundQuest Difference
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Who We Are
What We Offer
Why FundQuest?
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About FundQuest
Developer of customized online, fee-based asset management programs
RIA with $10 billion in assets under management
Objective, innovative firm
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Fee-Based Experts
Strategic consulting
Investment management
Technology focused
Simplified selling system
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We Work With Leading Financial Institutions
BanksInsurance
CompaniesBroker-Dealers
Trust Departments/
Firms
Wealth-Management
Groups
Partner to the Nation’s Investment Leaders
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Who We Are
What We Offer
Why FundQuest?
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Access A Menu of Flexible, Fee-Based Products
Delivered Over the Web
Money Management Expertise
CompleteBack-Office Support
Sales & Marketing Resources
Alternative Investments
Mutual Fund Wrap
Separate Accounts
Fee-Based Brokerage
Unified Managed Accounts
Trust Integration
Exchanged Traded Funds
Insurance Products
Retirement Income Platform
Resulting in a Customized and Simplified Selling SystemThat Drives Your Organization’s Fee-Based Business
Unparalleled Speed to Market
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Money Management Expertise
Best-in-breed money managers
Managed and guided portfolio offerings
Rigorous investment selection
Research and due diligence
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Complete Back-Office Support
Outsourced administrative services
Account setup and administration
Data download and reconciliation
Fee and transaction processing
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Complete Back-Office Support
Dedicated client liaison group – Link between FundQuest sales
and client’s back-office team– Monitor and tackle client issues– Coordinate operational
calls with client
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Dedicated Sales Team
Relationship Manager
Inside Sales Representative
External wholesaler support
National consulting groups
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Extensive Marketing Resources
Strategic marketing consulting
Customized and off-the-shelf marketing programs
Practice management/business development resources
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Who We Are
What We Offer
Why FundQuest?
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Benefits to Clients
Turnkey managed money platform
Directly link to client product solutions
Ongoing promotional campaigns
Strategic consulting
Customized rollout programs
Monthly marketing campaigns
Business development resources
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The FundQuest Difference
Extension of your firm’s capabilities
Customized, client-branded programs
Clearing and product agnostic
Unparalleled speed to market