Asset Managers

Engage with your wealth manager partners while unlocking access to integrated technology solutions and professional services with three flexible membership options.

An All-In-One Solution for Engagement, Promotion, and Savings

Asset and wealth managers join FLX’s Network to streamline engagement with one another, while providing a new forum for asset managers to promote their brand and products.

Membership unlocks a Marketplace of proprietary exchanges for:

Wealth: Your playbook to how wealth firms want to engage

Intelligence: Valuable and relevant industry and investment insights

Investments: Promotion of your firm, people, brand, and products

Solutions: Professional services and leading-edge technology

Elevate Your Engagement

Elevate Your Engagement

Engage with your partners and prospects simply and smartly.

  • Learn about, connect with, and centralize communications with your wealth manager partners in their customized asset manager relationship portal.
  • Understand who is engaging with your content and respond accordingly.
  • Access thousands of personal and company profiles of advisors and wealth firms.
Amplify Your Reach

Amplify Your Reach

FLX’s Network provides a new marketplace to promote your company and products, while offering solutions to expand upon and complement your existing efforts.

  • Share your company overview, products, and collateral.
  • Showcase your thought leadership.
  • Execute an omnichannel marketing and distribution strategy.
Save Time and Costs

Save Time and Costs

Create savings through scale, efficiency, and access to:

  • Technology: Digitize manual, inefficient workflows and remove costly, underutilized licenses.
  • Shared Services: Reduced marketing, media, sales, and strategy cost.
  • Infrastructure: Minimize compliance, data, reporting, licensing, and business services costs.
  • Strategic Access: Economies of scale lower costs of key industry partnerships.
  • Time: One destination for insights, news, connections, and engagement.

See how your company will appear in the Investments and Intelligence Exchanges and learn about asset manager-specific solutions.

Demo