American Reliance Will Offer FundQuest Technology

American Reliance Group, Inc., (ARG), a financial advisory firm headquartered in Spokane, Washington, has selected FundQuest to provide outsourced technology, back-office, and investment research services.  

Kelly Ruggles, president, founder, and owner of ARG, said a big reason for selecting FundQuest was its open-architecture products and offerings, according to a news release. “ARG values the independence of not being tied to a single brand or set of products,” she said.

ARG focuses on individuals and couples who are near or already in retirement and provides customized retirement and estate planning services. The firm employs the custody services of Schwab Institutional and FundQuest’s Institutional Spectrum adviser productivity platform.