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Products October 14, 2010
IPI Launches FundQuest Platform
FundQuest, a provider of research and wealth management solutions,
announced that Investment Professionals Inc. (IPI) has launched its
Private Asset Management (PAM) platform in partnership with the firm.
Reported by PLANADVISER staff
A news release said IPI, a bank broker-dealer with $4.2 billion under management, will offer wealth management solutions, from managed models to client-directed portfolios. The PAM program is available to more than 300 IPI financial advisers.
“The PAM platform provides IPI financial advisers with the resources to meet a range of client needs, from high net worth investors to those just beginning to build their investment portfolios,” said Daniel Rodriguez, Director of Wealth Management at IPI, in the news release.