Family Office
Advisory selects multi-vehicle investment platform

RIA firm Fintegra launches on FundQuest's Institutional Spectrum platform. Minneapolis-based Fintegra Financial Solutions is making FundQuest's Institutional Spectrum investment platform available to its advisors. The platform includes five mutual-fund wraps, a separately managed account (SMA), a unified managed account, and an advisor-directed account consisting of mutual funds, SMAs, ETFs, and individual stocks and bonds.
Benefits
"FundQuest's solution removes significant administrative and investment research burdens so that advisors can spend more time building relationships with their clients and accelerate their growth," says FundQuest's U.S. national accounts head Maryanne Morrow. "Advisors benefit from investment management expertise, product diversification, back-office-administration support, consolidated performance reporting, and technology based productivity tools."
Early this year, Irvine, Calif.-based RIA Signature Resources became the first firm to tap into FundQuest's Institutional Spectrum platform.
Among FundQuest's more recent wins is San Diego-based Madison Avenue Securities, which uses the investment-platform provider's Wealth Architect mutual-fund wrap offering.
Fintegra has a securities broker-dealer, a licensed insurance agency and an RIA. It has more than $140 million in assets under management.
Boston-based FundQuest is a subsidiary of Paris-based BNP Paribas. It provides investment services to 110 financial-service providers. It has $64 billion in assets under management and administration in the U.S. and Europe. -FWR
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