Products
J.P. Morgan B/D Offers FundQuest Managed Account Platform
<p>Financial advisers who custody with J.P. Morgan will now have access to
a new managed account platform from FundQuest Incorporated.</p>
Reported by Ellie Behling
FundQuest announced that the program, Advisor Gateway, will be offered by J.P. Morgan’s Broker Dealer Services business.
The managed account offerings on the platform include unified managed accounts (UMAs), mutual fund portfolios, income portfolios, and separately managed accounts (SMAs).
Advisor Gateway also provides access to FundQuest’s technology, reporting, portfolio modeling, fund selection, and rebalancing, according to the firm. Other services include due diligence; training; back-office services; wholesaling support; and access to Advisor Choice, an adviser/client constructed portfolio with various asset types utilizing FundQuest tools, including asset allocation and performance reporting.