United Planners Links with FundQuest for Managed Account Platform

Broker/dealer United Planners Financial Services of America launched a managed account platform available to their investment adviser qualified representatives.

The platform employs FundQuest’s technology, back-office services, and investment research team, according to a press release.

The platform includes eight products: four mutual fund portfolios, FundQuest’s new ActivePassive Portfolios, separate accounts, unified managed accounts, and an Adviser Choice product that includes fee-based variable annuity and universal life options.

“FundQuest’s robust product offering will allow advisers to better address the needs of each individual investor,’ said Elliott W. Smith, vice president of United Planners, in the release. “Advisers will have more flexibility to choose solutions with attributes needed for specific client portfolios including: cost efficiency, customization, diversification, and tax sensitive investments.’