A Turnkey Portal to Simplify and Centralize Workflows
Through personalized workflows within FLX’s open-architecture network, each wealth manager invites their asset manager partners and prospective partners to engage virtually in the ways most important to them—to collect data, access product collateral, communicate new policies, announce events, and more.
Upgrade Manual, Inefficient, and Outdated Processes
With wealth management technology budgets primarily reserved for the client experience, the asset and wealth management engagement model has been heavily reliant on manual data entry, emails, and spreadsheets. Until now.
