Financial firms use the Wealth Architect
platform to deliver mutual fund and separate account
portfolio services, and now investors already using this
platform can include separate account managers, mutual
funds, and exchange-traded funds in one core account with
oversight by FundQuest’s proprietary Overlay
Portfolio Management process.
“The Unified Managed Account solution will provide FundQuest’s Wealth Architect clients with access to diversified portfolios featuring multiple open architecture investment products and premier money managers,” said Maryanne Morrow, Vice President, National Accounts at FundQuest, in a news release from the company.
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