The platform, scheduled to launch this month, will offer a comprehensive investment selection and management program for H. Beck clients. It will offer an expanded array of services and products, including mutual funds, separate accounts, and unified managed accounts (UMAs), according to the company. It will be available to H. Beck’s advisory representatives.
H. Beck advisers will use the customized platform to develop investment strategies and asset allocation proposals based on individual client’s financial goals and tolerance for risk.
“With tools such as client profiling, proposal generation, portfolio diagnostics, and consolidated client performance reporting, our platform’s advanced technology enables advisers to deliver products suited to the needs of their clients. Our services also reduce administrative work, allowing advisers to focus on delivering exceptional client service,’ said Bob Peatman, Director of National Sales at FundQuest, in a company announcement.
More information can be obtained at https://www.cfginc.com/investors/investors.asp.