You Have Pain Points. We Solve Them.
Together, asset managers and wealth managers face outdated engagement models, fee compression, increasing costs, and inefficient tech stacks. FLX Networks is an all-in-one solution for resources, services, and technology, serving enterprises and individuals.
Asset Managers
Reach your target audience, grow your brand, leverage business resources, and access exclusive industry insights.
Wealth Management Firms
Engage with your asset manager partners through a purpose-built turnkey portal.
Professionals
Access thought leadership, investment ideas, and business-building resources in one centralized hub.
Three Dynamic Exchanges Offer Connection and Engagement
Supported and driven by data, content, and workflow management capabilities, FLX’s Exchanges simplify and centralize a fragmented ecosystem of singular solutions.
Investments
Access actionable investment ideas and updates from hundreds of asset managers.
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Intelligence
View and share differentiated news, education, research, and thought leadership across written insights, videos, and podcasts.
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Solutions
Leverage technology and business services that can enhance organic growth, save costs, and increase efficiency.
Learn MoreSolutions for Shared Challenges
A curated marketplace of business and technology services offering cost savings, growth potential, and simplified implementation.
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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 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 LEAD GENERATION
Meant For: Asset ManagersView FLX Digital Lead Generation Fact Sheet
Transform your website visits into actionable sales leads.
- Uncover who is coming to your website and what they're viewing
- Receive valuable insights into visit frequency and timing based on IP address
- Generate high-quality leads for personalized sales and marketing follow-up
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 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 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 BUSINESS ACCELERATOR
Meant For: Asset Managers, Wealth Management Firms, AdvisorsLearn More About FLX Business Accelerator
Accelerating growth through practice management, coaching, and value add.
Tailored offerings for your unique needs:
- Wealth Managers: Develop comprehensive and adaptable coaching and practice management services for advisor teams
- Advisors: Grow and optimize your practice through personalized coaching services
- Asset Managers: Access specialized wholesaling coaching services and sponsor exclusive advisor and wealth manager engagements
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
FLX CLOSED-END FUND NEXUS
Meant For: Asset ManagersA connection point, or nexus, for asset managers, wealth managers, and advisors, creating a better investor experience, driving greater fund visibility, and improving engagement in the secondary market.
Offering a turnkey solution for asset managers that includes:
- Education and insights
- CEF data and intelligence
- Collateral, content, and reporting
- Engagement opportunities, promotion, and lead generation
- Seamless distribution and marketing for asset managers