H. Beck and FundQuest Launch Advisor Platform

Capital Financial Group’s H. Beck Inc. has partnered with FundQuest Inc. to launch a new managed account platform to handle mutual funds, separate accounts, and unified managed accounts.

“In today’s marketplace, investors require a variety of effective, high-quality investment management options that are cost-efficient,” said Eric Meyers, chairman of H. Beck. “FundQuest’s program brings sophisticated, carefully analyzed products to our platform, allowing us to fulfill our clients’ needs and gain competitive advantage.”

The platform enables advisors to customize products to the individual needs of clients, using tools such as client profiling, proposal generation, portfolio diagnostics, and consolidated client performance reporting, said Bob Peatman, director of national sales at FundQuest.

“Our services also reduce administrative work, allowing advisors to focus on delivering exceptional client service,” Peatman said.