Scale Your Engagement, Gain Timely Insights, and Streamline Partner Management Operations
We offer our membership the following benefits via collaborative partnerships:
- Modernized workflow solutions
- Seamless B2B partner connectivity and administration
- Integrated sales enablement capabilities
- A multi-media engagement solution suite
- An intuitive navigation and experience.
Revolutionizing Engagement Through On-Demand Access
Through the FLX Launchpad, begin your personalized user journey and review the recent market insights, industry thought leadership, client perspectives, and business and technology solutions
Through these capabilities, FLX:
- Supports asset manager growth via scalable, custom digital engagement options and enhanced analytics
- Delivers wealth managers and advisors real-time market insights and thought leadership via a single and efficient access point.

Turnkey B2B Portal: Significant Economic Scale & Workflow Advantages Drive Industry Adoption
Each wealth manager invites their asset manager partners and prospective partners to engage virtually in the ways most important to them – to collect data and product collateral, communicate new policies, announce events, and more.

Recent Posts
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PLATFORM NEWS
Release Notes: Streamlined Navigation & Enhanced Security Updates
08.12.25
Platform News
Release Notes: Employee Management and Profile Enhancements
07.07.25
Platform News
Release Notes: Partner Folders and Notification System
06.27.25
Platform News
Release Notes: Security and User Experience Improvements
06.12.25
Platform News
Release Notes: Pillar Access Controls and Content Management
06.06.25
Platform News
Release Notes: Access Control for Asset Manager Relationships
05.27.25
Platform News
Release Notes: Wealth Manager 2.0 Foundation Launch
05.21.25
Platform News
Release Notes: FLX Mini App on Mobile Now Live
01.20.25
Platform News
Release Notes: Personalized Content and Deeper Member Engagement Insights
06.18.24
Platform News
Release Notes: Better Experience, Instant Insights, Smarter Workflows
01.09.24