FundQuest Launches New On-Demand Reporting Technology For Advisors
FundQuest launched new technology that significantly expands advisors' ability to produce custom reports on demand. This enhanced reporting capability is usually only available to advisors with direct access to robust portfolio accounting systems.
FundQuest's on-demand reporting tool enables advisors to produce and deliver a wide array of very detailed client account information as the need arises, the vendor said.
The dramatic market downturn and a steady stream of news about financial scandals have increased investors' demands for expanded information about the specific details of their holdings and transaction activity, FundQuest said.
FundQuest's enhanced on-demand reporting is a tool that advisors can use to increase investor confidence and trust and advisors who can respond promptly to these demands will address clients' concerns about having rapid access to their portfolio data, according to the vendor.
Bob Peatman, managing director, national sales explains: "Advisors are facing new pressures. They need to satisfy client requests for increased communication and deliver new types of information on-demand.
At the same time, advisors are facing a more demanding regulatory environment. This new reporting tool meets these challenges by allowing advisors to access detailed information on client holdings and transactions quickly and effectively. Advisors without these enhanced capabilities often have to either wait for a monthly or quarterly report run or seek outside support to run a custom report." Melanie Rodier has worked as a print and broadcast journalist for over 10 years, covering business and finance, general news, and film trade news. Prior to joining Wall Street & Technology in April 2007, Melanie lived in Paris, where she worked for the International Herald ... View Full Bio