Fundquest and RIA launch platform

The wealth-management firm will launch an open-architecture platform with O.N. Investment Management Co.

DEC 14, 2007

By Bloomberg

FundQuest, a wealth-management advisory firm based in Boston, announced today the launch of a new open-architecture platform with O.N. Investment Management Company, a registered investment advisor subsidiary of The O.N. Equity Sales Company. The Advisor Blueprint is a fee-based platform which includes seven investment offerings including two mutual funds, two separately managed account offerings, several styles of managed portfolios and a unified managed account. FundQuest is a provider of technology, back-office support and investment research services. The firm works with more than 110 financial institutions. The combined U.S. and European operations of FundQuest have $36 billion in assets under management and administration. The O.N. Equity Sales Co. is a subsidiary of Ohio National Financial Services of Cincinnati, Ohio.

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