The new platform includes FundQuest’s technology, back-office services, adviser productivity tools, performance reporting, and investment research, the announcement said. Sigma advisers will use the platform to deliver personalized investment advice and account services to their clients.
The products available on Sigma Planning’s expanded platform include FundQuest managed mutual fund models and income portfolios, and unified managed accounts (UMAs) with FundQuest’s portfolio overlay management. The platform’s Advisor Choice program enables investment adviser representatives to construct client portfolios which combine mutual funds, separate accounts (SMAs), fee-based variable annuities, and universal life portfolios.
The platform also offers FundQuest’s ActivePassive Portfolios which blend actively and passively managed strategies.
More information can be found at www.sigmafinancial.com .