Your Business, Better
A curated marketplace of technology and business services that offer flexible implementation and integration.
Asset Managers
Select the tools to build your client acquisition strategy based on your goals.
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Wealth Management Firms
Supplement your existing initiatives with comprehensive and customizable offerings.
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Spotlight: FLX Tuition Rewards
Attract and retain employees and clients by offering thousands of dollars in tuition savings at over 450 leading universities.
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Spotlight: FLX Business Accelerator
Accelerating growth through practice management, coaching, and value add programs.
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Spotlight: FLX Media
Grow audience engagement, generate leads, and give your brand, products, people, and thought leadership a unique voice and platform.
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Members access differentiated business solutions and perks on our network. Get to know nine of our most popular offerings.
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 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 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 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
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 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 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 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