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
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
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.
Case Studies & Downloads
Case Study
Case Study
The Challenge: A dedicated internal team did not achieve expected results of growing alternatives business within retail channel for this respected brand.
Case Study
Case Study
The Challenge: Despite over two-decades of industry tenure and a dedicated internal team, resource limitation curtailed this asset manager's influence.
Case Study
Case Study
The Challenge: Boutique asset manager has strong performance and positioning, but has had limited marketing resources and development dollars.