The MFWire
Manage Email Alerts | Sponsorships | About MFWire | Who We Are

Subscribe to MFWire.com's News Alerts [click]

Rating:Web Platform from FundQuest Not Rated 3.0 Email Routing List Email & Route  Print Print
Monday, November 26, 2001

Web Platform from FundQuest

Reported by Tony Pennino

Boston, Massachusetts-based FundQuest, a company that develops web-based software for financial institutions, is offering new tools for its client base, Joanna Flynn, marketing manager at the firm, told the MutualFundWire.com. The new service is designed to help clients sell their investment programs through individual reps.

The main audience for FundQuest's platform are those firms with a large number of reps and extensive offerings that include a number of different product lines. "We build fee-based investment platforms for insurance companies, banks, and other similar firms in the financial services space. We brand it under the client's name. It helps them sell their investment programs."

The firm's service includes an integrated mutual fund and separate accounts program. It also contains a variable annuity offering that can be incorporated into any of the mutual fund or separate account programs.

Flynn also contends that the offering can help the broker/dealer get a complete picture of an individual's investment universe including taxable and tax-deferred assets. The broker/dealers can drill down to as specific information as they need.

The system includes a site for necessary forms and can help generate documents. There is also an online questionnaire to help the rep obtain important information about the investor such as risk tolerance. 

Stay ahead of the news ... Sign up for our email alerts now

 Do You Recommend This Story?

Return to Top
 News Archives
2020: Q3Q2Q1
2019: Q4Q3Q2Q1
2018: Q4Q3Q2Q1
2017: Q4Q3Q2Q1
2016: Q4Q3Q2Q1
2015: Q4Q3Q2Q1
2014: Q4Q3Q2Q1
2013: Q4Q3Q2Q1
2012: Q4Q3Q2Q1
2011: Q4Q3Q2Q1
2010: Q4Q3Q2Q1
2009: Q4Q3Q2Q1
2008: Q4Q3Q2Q1
2007: Q4Q3Q2Q1
2006: Q4Q3Q2Q1
2005: Q4Q3Q2Q1
2004: Q4Q3Q2Q1
2003: Q4Q3Q2Q1
2002: Q4Q3Q2Q1
 Subscribe via RSS:
Add to My Yahoo!
follow us in feedly

©All rights reserved to InvestmentWires, Inc. 1997-2020
14 Wall Street | 20th Floor | New York, NY 10005 | P: 212-331-8968 | F: 212-331-8998
Privacy Policy :: Terms of Use