Our MembersProfessional Membership Tiers

Access insights, data, tools, and a unique financial benefit all in one centralized destination through four membership options.

Get Smarter, Fast with Our Freemium Membership

Get Smarter, Fast with Our Freemium Membership

FLX aggregates information from across the industry so you don’t have to. Enhance your productivity through FLX’s:

Launchpad – A curated information hub dedicated to all things asset and wealth management. Through one trusted destination, access a diverse set of investment and business insights from subject matter experts across the industry.

Investment & Intelligence Exchanges – Read, watch, or listen to insights or real-time market and business updates and access hundreds of investment ideas.

Solutions Exchange – A purpose-built marketplace of business and technology services that are cost-effective and interoperable with your business models.

Community Profile – Share your professional experience and engagement preferences with others in the industry.

FREE

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Grow Your Network with Our Basic Membership

Grow Your Network with Our Basic Membership

Including the benefits received with Freemium, Basic members develop new and deepen existing relationships with industry professionals by networking through FLX, a dedicated Community to asset and wealth management.

$50 per year

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Expand Your Brand OR Save for College with Our Plus Membership

Expand Your Brand OR Save for College with Our Plus Membership

In addition to Basic Membership benefits, select one of the two following offerings:

FLX Assist: Amplify your messaging by leveraging a tailored intelligence hub to effortlessly gather diverse insights across ten personalized content channels and use AI-facilitated summaries to generate personalized digital campaigns.

FLX Tuition Rewards (FTR): Earn 10,000 annual credits towards college tuition at over 450 participating colleges.

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$150 per year

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Access All Benefits with Our Premier Membership

Access All Benefits with Our Premier Membership

The most comprehensive membership option includes all prior benefits as well as two personalized channels of content delivered on your FLX Launchpad.

$300 per year

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Introducing FLX Assist and FLX Tuition Rewards

FLX Assist

Access a curated intelligence hub of financial industry information that can quickly be turned into potential client outreach or help you simplify the amount of information you need to distill daily as a FLX Plus or Premier member.

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FLX Tuition Rewards

Earn thousands of dollars in tuition savings at over 450 leading universities annually. Each point earned equals $1 of tuition discounts. Tuition rewards are not taxable, they vest immediately, never expire, and can be gifted to any beneficiary of your choice.

Learn More About FLX Tuition Rewards