FundQuest and United Planners offer UMA
The platform will include eight product solutions, four mutual fund portfolios and the FundQuest ActivePassive Portfolio.
FundQuest Inc. of Boston is partnering with United Planners Financial Services of America of Scottsdale, Ariz., to offer a new managed-account platform.
The platform offering will include eight product solutions, four mutual fund portfolios and the FundQuest ActivePassive Portfolio. It will also include separate accounts, unified managed accounts and the Advisor Choice program, a fee-based variable annuity and universal life offering.
The program will be available to adviser-qualified representatives of United Planners Financial Services.
Also, the platform includes FundQuest’s technology, due diligence and back-office support.
FundQuest, which is owned by BNP Paribas, a global financial services firm based in Paris, is an investment advisory firm that works with more than 110 financial institutions.
As of February, the firm’s combined U.S. and European operations had $43 billion in assets under management.
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