Firm and Advisor Data Sample Clauses

Firm and Advisor Data. Envestnet will convert all firm and advisor data necessary to enable FundQuest and FQ Clients to manage accounts as they are managed currently on the FundQuest platform. This includes but is not limited to firm attributes, firm-region-branch-advisor relationships, split advisor relationships, and advisor attributes. Envestnet will test and validate conversation data after it has been loaded into Envestnet systems and provide FundQuest with exception reports for remedy. FundQuest will provide firm and advisor data per Envestnet’s reasonable conversion requirements.