The application provides access to FundQuest’s technology, reporting, portfolio modeling, fund selection, and rebalancing
FundQuest, a part of BNP Paribas, has announced that its Advisor Gateway program is available through JP Morgan’s broker dealer services business. Reportedly, Advisor Gateway provides access to FundQuest’s technology, reporting, portfolio modeling, fund selection, and rebalancing. Other services include due diligence, training, back-office services and wholesaling support.
Additionally, the managed account offerings on Advisor Gateway include unified managed accounts, mutual fund portfolios, income portfolios, and separately managed accounts. The new program also offers advisor choice, an advisor/client constructed portfolio with various asset types utilising FundQuest tools including asset allocation and performance reporting.
James Fox, president and CEO at FundQuest, said: “Our project team worked to build the new platform’s functionality based on the priorities of JP Morgan’s correspondent broker-dealers. Financial advisors who use JP Morgan Clearing’s clearing and custodial capabilities will now have access to FundQuest’s web-based proposal generation, portfolio diagnostics, performance reporting, and open architecture investment research capabilities.”