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November 18, 2009

Delta Equity Opts Services Of FundQuest

To accelerate growth through outsourced technology, back-office and investment research services

By CBR Staff Writer

Delta Equity Services, a Massachusetts-based full service broker-dealer, has selected FundQuest, a provider in outsourced managed account solutions, to help them accelerate growth through outsourced technology, back-office.

Delta Equity serves the financial needs of investment clients through independent financial advisors based in 43 branch locations across the US. FundQuest’s customized outsourcing services have been integrated with Delta Equity’s existing infrastructure to deliver unified managed accounts, mutual fund advisory, hybrid active and passive portfolios, separately managed accounts, income generating portfolios, Russell model portfolios and exchange-traded funds.

Ray Grenier, CEO of Delta Equity, said: “We selected FundQuest because of their open architecture product offerings and access to a wide variety of account types. Our advisors are especially interested in FundQuest’s support for advisor managed offerings and the depth of their research on separately managed account strategies.

FundQuest will help us to meet branch office demand for high quality account administration services, and for performance reporting that is easy for our investor clients to understand.”

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David Root, vice president of institutional sales at FundQuest, said: “FundQuest’s platform will enable Delta Equity to rapidly add new products and services without major expenditures for new technology and other resources. Advisor productivity tools will enable Delta Equity’s advisors to spend considerably more time on personal interactions with their clients, a key driver of customer satisfaction and growth.”

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