Technology

US Firm Links With FundQuest On Managed Account Platform

Wendy Spires Deputy Editor 24 February 2010

US Firm Links With FundQuest On Managed Account Platform

Wisconsin Investment Services, the full-service wealth manager which is an affiliate of Trust Wisconsin, has launched a new managed account platform in partnership with FundQuest.

Under the partnership FundQuest will provide Wisconsin Investment Services with technology-based productivity tools, investment research and monitoring, and back-office account administration services.

“We are confident this comprehensive menu of investments will exceed the needs of our sophisticated client base. Our clients expect a personal one-on-one approach and these solutions coupled with back-office and research support will support our high level of service and concentration on a wide range of client needs,” Jeffrey Butler, president of Wisconsin Investment Services, said in a statement.

Wisconsin’s new advisory platform comprises ten managed account packages, with the investment mix including mutual funds, exchange-traded funds, separately managed accounts, unified managed accounts and annuities.

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