PerspectivesTechnology

A flexible, open architecture, and interoperable community platform to simplify and modernize asset and wealth management engagement.

Scale Your Engagement, Gain Timely Insights, and Streamline Partner Management Operations

We offer our membership the following benefits via collaborative partnerships: 

Revolutionizing Engagement Through On-Demand Access

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

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.

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