Questar Capital Corp.
A subsidiary of Allianz Insurance Co. of North America
Year founded: 1997
Year end: Dec. 31
Technology
| Social Media & Mobile | |||
| Allows advisers to use social media | Y | ||
| Social media sites allowed | Facebook | ||
| Dedicated mobile application for advisers? | N | ||
| Primary purpose of mobile application | — | ||
| Software Offered | |||
| Account aggregation software | Albridge Wealth Reporting (Albridge, an affiliate of Pershing) Envestnet Yodlee |
||
| Compliance software | NRS ComplianceMAX (National Regulatory Services) Protegent Surveillance (SunGard Data Systems Inc.) RegEd Smarsh |
||
| CRM | Redtail CRM (Redtail Technology) SmartOffice (Ebix) |
||
| Document management | Docupace ePacs (Docupace Technologies Inc.) Laserfiche PaperClip Redtail Imaging (Redtail Technology) |
||
| Financial planning | eMoney360 (eMoney Advisor) MoneyGuidePro (PIEtech Inc.) NaviPro Planning Suite (Advicent, formerly Zywave) |
||
| Portfolio management | Albridge Wealth Reporting (Albridge, and affiliate of Pershing) Envestnet (Envestnet) |
||
| Portfolio rebalancing | Advisor Rebalancing (Envestnet/Tamarac) NetX360 (Pershing) |
||
| Robo-advice | |||
| Offers robo-advisory platform? | N | ||
| If not, when plans to offer a robo-platform | 1-2 years | ||
| Robo-advice services offered | — | ||
| How robo-platform developed | — | ||
| Charge for robo-advisory services? | — | ||
- Notes
- N/A = Not available
- N/D = Not disclosed
- — = Information not available or not disclosed
All 2011-2016 recruitment and staffing data is as of Dec. 31 in the calendar year displayed. Prior year recruitment and staffing data is as of Sept. 30. All financial figures are for firms' year end, unless noted.
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