Technology

Wisconsin Investment Services Launches Managed Account Platform

Harriet Davies 24 February 2010

Wisconsin Investment Services Launches Managed Account Platform

The wealth management company Wisconsin Investment Services, an affiliate of Wisconsin Trust, has launched a managed account platform in partnership with FundQuest, the BNP Paribas-owned managed account provider.

Under the partnership FundQuest will provide technology-based productivity tools, investment research and monitoring and back-office account administration services to the investment firm.

The new advisory platform hosts ten managed account solutions and the available investments include mutual funds, exchange-traded funds, separately managed accounts, unified managed accounts and annuity solutions, Wisconsin said in a press statement.

“The combination of outsourced services and up-to-date products and services allows Trust Wisconsin to stay competitive with regional and national advisory and trust providers, while increasing the efficiency and effectiveness of their client acquisition and retention efforts,” said Ryan Darr, account executive, business development at FundQuest.

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