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Article: FundQuest Announces the Advisor Gateway™ Platform for Clients of J.P. Morgan's Broker Dealer Services Business.
- Article from:
- Investment Weekly News
- Article date:
- October 24, 2009
CopyrightCOPYRIGHT 2009 NewsRX. This material is published under license from the publisher through the Gale Group, Farmington Hills, Michigan. All inquiries regarding rights should be directed to the Gale Group. (Hide copyright information)
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A new managed account program offered by FundQuest Incorporated is being made available by J.P. Morgan's Broker Dealer Services business. The program, Advisor Gateway™, provides access to FundQuest's advanced technology, reporting, portfolio modeling, fund selection, and rebalancing. Other services include due diligence, training, back-office services and wholesaling support. The managed account offerings on Advisor Gateway include Unified Managed Accounts, Mutual Fund Portfolios, Income Portfolios, and Separately Managed Accounts. The new program also offers Advisor Choice, an advisor/client constructed portfolio with various asset types utilizing FundQuest tools ...