Engagement Made Smarter

A 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

Video 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

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

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

Targeted 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

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

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.

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.

Full-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

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

Data 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

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