Solutions

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

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

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

Streamline Your Due Diligence and Investor Relations Process

FLX Diligence Center digitally transforms due diligence operations for wealth managers and asset managers through automated workflows, centralized data management, and real-time collaboration.

For Wealth Managers: Seamlessly collect and consolidate asset manager data, accelerate fund selection with automated scoring and comparison tools, and centralize research in a unified platform.

For Asset Managers: Reduce DDQ/RFP response times from weeks to days, centralize content libraries across your IR team, and enhance communication with built-in review and approval workflows.

Core Platform Features: Template & content management | Collaboration & workflow tools | Custom reporting & analytics | Secure document handling | multi-format support | Data integration capabilities

Whether conducting due diligence on investment managers or responding to investor requests, FLX Diligence Center reduces risk, saves time, and improves operational efficiency.

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.

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

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.

• Gain access to industry-leading ETF sales reporting
• Leverage advanced data and reporting tools to uncover actionable insights and drive smarter distribution decisions.
• Scale your reporting capabilities sustainably with a cost-effective solution designed for asset managers.

• Guided by an executive team with deep financial sales and distribution expertise, ensuring your outreach strategy is aligned with industry best practices.
• Supported by dedicated, in-house full-time associates held to a high standard of excellence, providing a consistent and professional extension of your team.
• Operates within a fast-paced, energetic culture unmatched in the scheduling industry, driving efficiency and maximizing the impact of your high value experienced sales professionals.