Fintegra Adopts FundQuest Platform

Fintegra Financial Solutions announced that it will make FundQuest's Institutional Spectrum platform available to its financial advisers.

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Fintegra, which is based in Minneapolis, has more than $140 million of assets under management.

FundQuest, a Boston provider of technology-based productivity tools, back-office operational support, and investment due diligence services to financial advisory businesses, said its Institutional Spectrum platform offers a full roster of investment products and services, featuring eight types of managed accounts.

The product offering includes five types of mutual fund managed accounts, including two Russell products, a separately managed account, a unified managed account, and an adviser-directed account consisting of mutual funds, separately managed accounts, exchange-traded funds, and individual stocks and bonds.

Fintegra custodies assets with Schwab Institutional, a unit of Charles Schwab & Co. Inc.

FundQuest, which announced the partnership Monday, has $64 billion of assets under management and administration as of June 30.


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