Sigma Planning Corp. is using investment advisor support services from FundQuest Inc.
Sigma, Ann Arbor, Mich., a unit of Sigma Financial Corp. that serves about 500 investment advisor representatives, will be using a managed account program from FundQuest, Boston, according to FundQuest.
The program will include FundQuest technology, back-office services, performance reporting and investment research, along with a system that can help reps build portfolios that incorporate mutual funds, separate accounts, fee-based variable annuities, and universal life portfolios, FundQuest says.
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