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 * Our Exchanges
   * Investments
   * Intelligence
   * Solutions
 * Our Members
   * Asset Managers
   * Wealth Management Firms
   * Advisors
 * About
   * About FLX
   * Our People
   * Our Boards
   * FLX for Good
   * News + Press
   * Careers
   * Contact
 * Perspectives
   * Our Views
   * FLX Casts
   * Technology

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WELCOME TO YOUR NEW NETWORK

As the first and largest network for asset managers and wealth management firms,
we deliver a better engagement model.

Join Demo



YOU HAVE PAIN POINTS. WE SOLVE THEM.



Together, asset managers and wealth management firms face outdated engagement
models, fee compression, increasing costs, and inefficient tech stacks. FLX
Networks is an all-in-one solution for resources, services, and technology.




ASSET MANAGERS

Reach your target audience, grow your brand, leverage business resources, and
access exclusive industry insights.


WEALTH MANAGEMENT FIRMS

Engage with your asset manager partners through a purpose-built turnkey portal.


ADVISORS

Access thought leadership, investment ideas, and business-building resources in
one centralized hub.


THREE DYNAMIC EXCHANGES OFFER CONNECTION AND ENGAGEMENT

Supported and driven by data, content, and workflow management capabilities,
FLX’s Exchanges simplify and centralize a fragmented ecosystem of singular
solutions.


INVESTMENTS

Access actionable investment ideas and updates from hundreds of asset managers.

Learn More


INTELLIGENCE

View and share differentiated thought leadership across written insights,
videos, and podcasts.

Learn More


SOLUTIONS

Leverage business services that can enhance organic growth, save costs, and
increase efficiency.

Learn More
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SOLUTIONS FOR SHARED CHALLENGES

Join our marketplace network to access cost savings, growth potential, and
simplified implementation.

Demo



FLX MEDIA

Meant For: Asset Managers, Wealth Management Firms, Advisors

Video production and multimedia content to grow engagement and give brands a
voice. 

Four distinct offerings, all amplified through FLX’s email outreach and social
media:


 * Brand Video: Bring your firm’s story and message to life through interviews
   with key personnel and premium visuals
 * Product Video: Tell the story of your unique product offerings
 * Remote Video: Share your timely market updates and outlooks from the
   convenience of your office. Add on three social media videograms to extend
   the video’s reach.
 * Spotlight Video: Spotlight thought leaders and those who embody your firm
   culture


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FLX DIGITAL LEAD GENERATION

Meant For: Asset Managers

Transform your website visits into actionable sales leads.

 * Uncover who is coming to your website and what they're viewing
 * Receive valuable insights into visit frequency and timing based on IP address
 * Generate high-quality leads for personalized sales and marketing follow-up


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WEBINARS

Meant For: Asset Managers

Professional and turnkey webinar service to raise product and brand awareness.

 * Planning, production, coordination, and consultative event planning
 * Promotional efforts and audience targeting for optimal results and attendance
 * Two custom pre-event email invites and one post-event email included
 * CE credit facilitation and administration


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FLX PUBLIC RELATIONS

Meant For: Asset Managers, Wealth Management Firms, Advisors

Building brand and reputation through credibility and validation.


Three levels of service offerings to align with your goals and needs:


 * Foundational: Includes up to two press releases, targets four subject matter
   expertise opportunities, and two feature articles with media placements.
   Media prep included.
 * Advanced: Includes up to two press releases and related opportunities for
   quotes, contributed content, and profiles, eight subject matter expertise
   opportunities, two short articles, and two feature articles with media
   placements. Media training included.
 * Premium: Maximize your PR presence with an average goal of monthly media
   outreach, including broadcast media as possible. Includes up to two press
   releases and related opportunities for quotes, contributed content, and
   profiles, eight subject matter expertise opportunities, two short articles,
   and two feature articles with media placements. Media training included.


Join


FLX SHARED CLIENT ENGAGEMENT

Meant For: Asset Managers

Wholesaling and national account distribution professionals and lead generation
solutions.


Choose a client engagement team aligned with your business needs and growth
stage:


 * Lead Generation and Scheduling: A next-generation business and technology
   solution allowing you to partner with a virtual representative who will
   qualify leads and schedule meetings for your sales team.
 * Digital Distribution Plus: Through a year-round and omni-channel approach to
   content generation including written interviews, produced videos, and
   webinars, FLX attracts advisors to your firm and investment capabilities.
 * Platform Relationships: FLX’s national accounts team comprises specialists
   with deep relationships at wirehouses, IBDs, RIA aggregators, banks, and
   sub-advisory firms.
 * Franchise Advisor Consultants: Individual wholesalers to meet asset managers'
   specific needs. FACDs are individually unique in their own market with
   relationships, firms/channel coverage, and product knowledge and experience.
 * Advisor Consultants: Our experienced, integrated, and national sales team has
   dedicated engagements with your target audience.


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FLX EMAIL LEAD GENERATION

Meant For: Asset Managers

Targeted outreach aimed at advisors and home office personnel.

 * Deploy a dedicated email campaign to 10,000 advisors or a targeted list of
   home office personnel
 * Customize audience based on distribution channel, holders, territory, and
   more
 * Receive leads, including opens and clicks


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FLX TUITION REWARDS

Meant For: Asset Managers, Wealth Management Firms, Advisors

Attract and retain employees and clients by offering thousands of dollars in
tuition savings at over 450 leading universities.

 * Rewards can be applied to lower tuition for family members of your employees
   or clients that attend participating universities
 * Offer Tuition Rewards as part of onboarding, or in a variety of other
   customizable options 
 * Included with the program are valuable tools for the students and parents
   from researching colleges and majors, to budgeting and financial aid


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FLX BUSINESS ACCELERATOR

Meant For: Asset Managers, Wealth Management Firms, Advisors

Accelerating growth through practice management, coaching, and value add.



Tailored offerings for your unique needs:


 * Wealth Managers: Develop comprehensive and adaptable coaching and practice
   management services for advisor teams
 * Advisors: Grow and optimize your practice through personalized coaching
   services
 * Asset Managers: Access specialized wholesaling coaching services and sponsor
   exclusive advisor and wealth manager engagements


Join


FLX DATA VAULT

Meant For: Asset Managers

Full-service data management and distribution to 60 global consultant databases.

 * Store raw data from your custodian
 * Organize datasets for easy reconciliation
 * Export data quickly and easily to over 60 investment databases
 * Quickly comply with data requests for DDQs and RFPs


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NEWS FROM FLX

VIEW ALL

PRESS RELEASE

Introducing Professional Memberships, Redefining Engagement in Asset and Wealth
Management

05.01.24

PRESS RELEASE

FLX Networks Partners with GK3 Capital to Provide Premier Digital Sales and
Marketing

04.10.24

NEWS

FA Online: How Financial Advisors Can Use Video to Market in the Attention
Economy

04.01.24

NEWS

FLX Networks’ New Program Aims to Educate Advisors on Closed-End Funds:
WealthManagement.com

03.14.24

PRESS RELEASE

FLX Closed-End Fund Nexus Launches for Better Industry Engagement

03.07.24

NEWS

Ignites: New FLX CEF Platform to Bridge Asset Managers and Advisors

03.06.24

PRESS RELEASE

New Tuition Benefits Offering for Wealth Management Industry

01.30.24

PRESS RELEASE

FLX Networks Announces Technology Collaboration with Money Management Institute
to Augment New Initiative

01.11.24

PRESS RELEASE

FLX Networks Sees Significant Growth in New Managers Joining Platform

09.13.23

PRESS RELEASE

Fairfield Taps FLX Networks To Amplify Marketing and Distribution

08.30.23

NEWS

Your Brand, Your Swag, Great Prices. Visit the Newly Launched FLX Store!

08.22.23

NEWS

FLX Networks Selected as Finalist in the Disruption Category of MMI/Barron’s
Industry Awards for Newly Launched Wealth Management Experience

08.15.23

PRESS RELEASE

FLX Networks Launches Preferred Access Program Delivering Reduced Fees and
Minimums to Advisors and Wealth Managers

08.15.23

PRESS RELEASE

FLX Networks Names CFO, Grows Advisory Board

08.03.23

NEWS

Mergermarket: FLX Networks Seeks Buyside Advisor for Opportunistic Strategy

08.02.23

PRESS RELEASE

FLX Networks to Acquire Focus Partners

05.17.23

PRESS RELEASE

Astor Investment Management Hires FLX Networks for Expanded Set of Solutions

05.01.23

PRESS RELEASE

FLX Networks Announces Additions to Advisory Board

03.06.23

NEWS

FLX CRO & President Mark Spina Joins State Street Managing Director Steve Camp
to Discuss Model Portfolios

01.16.23

PRESS RELEASE

FLX Networks Announces Largest Hiring Initiative in Firm History

12.01.22





JOIN THE REVOLUTION. STEP INTO YOUR NEW NETWORK.

JOIN

OUR EXCHANGES

 * Investments
 * Intelligence
 * Solutions

OUR MEMBERS

 * Asset Managers
 * Wealth Management Firms
 * Advisors

ABOUT

 * About FLX
 * Our People
 * Our Boards
 * FLX for Good
 * News + Press
 * Careers
 * Contact

PERSPECTIVES

 * Our Views
 * FLX Casts
 * Technology

 * Terms of Use
 * Terms and Conditions
 * Privacy Policy
 * Copyright Policy
 * Copyright 2024 FLX Distribution, Inc. All Rights Reserved.

FLX Networks is a Promoter, as defined by the Marketing Rule – Rule 206(4)-1
under the U.S. Investment Advisers Act of 1940, of the investment products
contained herein. For such promotion, FLX Networks is compensated between 5% and
50% (annualized) of the net management fee of the respective investment products
on assets raised/serviced by FLX Networks. FLX Networks is not a client of any
of the investment advisers promoted herein. Potential or actual conflicts of
interest may exist due to the compensation FLX receives for the promotion of
said investment products.