Advisory firms using the Wealth Architect platform will gain access to Russell Managed Model Strategies and LifePoints Funds, as well as FundQuest managed separately managed account (SMA) models and income portfolios, the company said in a news release.
The broker/dealers and registered investment advisers (RIAs) on the platform are the first to receive FundQuest’s ActivePassive Portfolios. These portfolios employ combinations of the ActivePassive Funds, which feature a blend of actively managed investment strategies and passively managed investments such as exchange-traded funds (ETFs) or index funds.
New products also include FundQuest managed SMA models, gaining access to money managers screened by FundQuest’s investment research team. FundQuest managed income portfolios were added to the platform to meet the growing demand for products that can effectively address the income needs of investors, the company said.
In addition, Wealth Architect now gives advisers access to Russell’s professionally managed portfolios.