Shared Personnel

It is harder than ever for asset managers to get product placement at wealth management firms and grow their business through advisors. FLX’s Shared Client Engagement teams, including digital marketing, national accounts and channelized wholesaling, deliver unmatched flexibility, scale, access, and connectivity through a modular and on-demand experience.

FLX provides:

  • Resource Alignment
  • Experience and Scale
  • Brand and Product Exposure
FLX Shared Client Engagement Fact Sheet READ