Time For A New Model.
Together, asset managers and wealth managers face outdated engagement models, fee compression, increasing costs, growing vendor lists, and inefficient tech stacks.
FLX Networks is an all-in-one solution for networking, investment insights and perspectives, business services, and integrated leading-edge technology.
Dynamic Exchanges Offer Connection and Engagement
Supported and driven by data, content, and workflow management capabilities, FLX’s proprietary Exchanges simplify and centralize a fragmented ecosystem of investment insights and singular solutions.
Intelligence
News, data, and thought leadership across written insights, videos, and podcasts.
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Solutions
Leading technology and business services that can enhance organic growth, save costs, and increase efficiency.
Learn MoreAccess to Integrated Technology and Professional Services
A curated marketplace that delivers a single sign on and integrated experience offering cost savings, resources for growth, and simplified implementation.
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FLX TUITION REWARDS
Meant For: Asset Managers, Wealth Management Firms, AdvisorsView FLX Tuition Rewards Fact Sheet
Attract and retain employees and clients by offering thousands of dollars in tuition savings at over 450 leading universities.
- Rewards can be applied to lower tuition for family members of your employees or clients that attend participating universities
- Offer Tuition Rewards as part of onboarding, or in a variety of other customizable options
- Included with the program are valuable tools for the students and parents from researching colleges and majors, to budgeting and financial aid
FLX PUBLIC RELATIONS
Meant For: Asset Managers, Wealth Management Firms, AdvisorsView FLX Public Relations Fact Sheet
Building brand and reputation through credibility and validation.
Three levels of service offerings to align with your goals and needs:
- Foundational: Includes quarterly media outreach. Up to two press releases, targets four subject matter expertise opportunities, and two feature articles with media placements. Media prep included.
- Advanced: Includes monthly media outreach. Up to two press releases and related opportunities for quotes, contributed content, and profiles, eight subject matter expertise opportunities, two short articles, and two feature articles with media placements. Media training included.
- Premium: Maximize your PR presence with an average goal of monthly media outreach, including broadcast media as possible. Includes up to two press releases and related opportunities for quotes, contributed content, and profiles, eight subject matter expertise opportunities, two short articles, and two feature articles with media placements. Media training included.
FLX DATA VAULT
Meant For: Asset ManagersFull-service data management and distribution to 60 global consultant databases.
- Store raw data from your custodian
- Organize datasets for easy reconciliation
- Export data quickly and easily to over 60 investment databases
- Quickly comply with data requests for DDQs and RFPs
FLX EMAIL LEAD GENERATION
Meant For: Asset ManagersTargeted outreach aimed at advisors and home office personnel.
- Deploy a dedicated email campaign to 10,000 advisors or a targeted list of home office personnel
- Customize audience based on distribution channel, holders, territory, and more
- Receive leads, including opens and clicks
FLX DIGITAL EVENTS
Meant For: Asset ManagersView FLX Digital Events Fact Sheet
Professional and turnkey webinar service to raise product and brand awareness.
- Planning, production, coordination, and consultative event planning
- Promotional efforts and audience targeting for optimal results and attendance
- Two custom pre-event email invites and one post-event email included
- CE credit facilitation and administration
FLX DILIGENCE CENTER
Meant For: Asset Managers, Wealth Management FirmsView FLX Diligence Center Factsheet
Streamlining the due diligence and data management process.
FLX Diligence Center digitally collects and streamlines comparative analysis across your asset managers and service providers, expediting and simplifying the data aggregation and due diligence process.
FLX Diligence Center allows Wealth Managers to collect, organize, and analyze manager information, so you can monitor efficiently and take action when appropriate:
- Digitize workflows
- Improve workflows
- Centralize and aggregate manager information
- Increase engagement
- Reduce risk
- Enhance reporting
- Customize questionnaires
- Improve communication
FLX MEDIA
Meant For: Asset Managers, Wealth Management Firms, AdvisorsVideo production and multimedia content to grow engagement and give brands a voice.
Four distinct offerings, all amplified through FLX promotion:
- Brand Video: Bring your firm’s story and message to life through interviews with key personnel and premium visuals
- Product Video: Tell the story of your unique product offerings
- Remote Video: Share your timely market updates and outlooks from the convenience of your office. Add on three social media videograms to extend the video’s reach.
- Spotlight Video: Spotlight thought leaders and those who embody your firm culture
FLX SHARED CLIENT ENGAGEMENT
Meant For: Asset ManagersView FLX Shared Client Engagement Fact Sheet
Wholesaling and national account distribution professionals and lead generation solutions.
Choose a client engagement team aligned with your business needs and growth stage:
- Lead Generation and Scheduling: A next-generation business and technology solution allowing you to partner with a virtual representative who will qualify leads and schedule meetings for your sales team.
- Digital Distribution Plus: Through a year-round and omni-channel approach to content generation including written interviews, produced videos, and webinars, FLX attracts advisors to your firm and investment capabilities.
- Platform Relationships: FLX’s national accounts team comprises specialists with deep relationships at wirehouses, IBDs, RIA aggregators, banks, and sub-advisory firms.
- Franchise Advisor Consultants: Individual wholesalers to meet asset managers' specific needs. FACDs are individually unique in their own market with relationships, firms/channel coverage, and product knowledge and experience.
- Advisor Consultants: Our experienced, integrated, and national sales team has dedicated engagements with your target audience.
FLX ANALYTICS
Meant For: Asset ManagersData analysis of ETFs, SMAs, and mutual funds to manage and grow your business.
- View daily transactional data and asset information
- Access detailed insights into assets under management (AUM) across various fund types
- Stay ahead of market trends with real-time data on industry flows and global market intelligence
- Monitor the metrics that matter most to you through customizable dashboards