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Together, asset managers and wealth managers face outdated engagement models, fee compression, increasing costs, growing vendor lists, and inefficient tech stacks.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.
Actionable ideas and insights from hundreds of asset managers.
News, data, and thought leadership across written insights, videos, and podcasts.
Leading technology and business services that can enhance organic growth, save costs, and increase efficiency.
Access 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.
FLX ANALYTICS
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
FLX DATA VAULT
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
FLX DIGITAL EVENTS
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
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 DISTRIBUTION SERVICES
Wholesaling and national account distribution professionals and lead generation solutions.
Choose a client engagement team aligned with your business needs and growth stage:
- 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.
- 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.
- Engage360: 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.
FLX EMAIL LEAD GENERATION
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
FLX PUBLIC RELATIONS
Building brand and reputation through credibility and validation.
Public Relations builds brand recognition, credibility, and perpetual engagement for your firm. With 25-40% of all traffic and lead generation coming from earned media, PR validates your messaging through third-party editorial outlets, builds industry credibility, and drives consistent website traffic with an always-on approach.
Our PR Services Include:
- Press Releases & Media Pitches: 1-2 targeted press releases and media pitches per year, including media prep and chaperone services
- Subject Matter Expertise: Up to 8 opportunities annually to position you as a thought leader
- Byline Articles: Targeted 2 written articles per year (up to 800 words) showcasing your expertise
- Feature Article Placement: Targeted 2 feature articles strategically placed in 5 advisor-oriented outlets
- Additional Promotion: Expanded opportunities from press releases including quotes, contributed content, and profiles
- Social Media Amplification: FLX social media support to extend your reach
This comprehensive approach ensures you lead the narrative, build stakeholder trust, and maintain consistent market presence while driving employee morale through increased public visibility.
FLX SALES REPORTING