FundTeq has elevated the client/advisor experience to a whole new level. Welcome to the 21st century. FundTeq is a technology-packed platform with exclusive money management designed for the Financial Advisor who insists on having the proper tools to grow their financial practice. - Open and Service Accounts Paperlessly - White Branded Statements Customized to Show the Data You Deem Important - Partnered with a Division of Morningstar to Sync Account Balances Which Previously Were Unavailable. - Etc The ease of doing business in the financial industry just got easier.
View Top Employees from FundTeq| Website | http://www.fundteq.com |
| Employees | 3 (3 on RocketReach) |
| Founded | 2015 |
| Address | 401 S. Old Woodward Suite # 420, Birmingham, Michigan 48009, US |
| Industry | Financial Services, Investments |
Looking for a particular FundTeq employee's phone or email?
FundTeq Questions
Simon Lehnis is the CEO of FundTeq.
3 people are employed at FundTeq.
FundTeq is based in Birmingham, Michigan.
Top FundTeq Employees
-
4
-
5+4
Related Companies
