WHO WE ARE
About FLX
FLX stands to revolutionize, simplify, and modernize how asset managers and wealth management firms connect and access investment insights and products, all while leveraging a curated marketplace of leading-edge technology and professional services.
Redefining the Future of Asset & Wealth Management Engagement
FLX Networks launched in December 2019 to solve a fundamental problem: the traditional engagement model between asset managers and wealth platforms is broken. Outdated workflows—built on spreadsheets, emails, PDFs, and siloed systems—no longer meet the demands of a rapidly evolving industry. As margins shrink from rising costs and fee compression, legacy approaches and fragmented tech stacks only add to the complexity.
One platform. One agreement. One future-ready solution.
This is how modern firms grow—together.
FLX is the future of B2B engagement.
We’ve created a unified platform where asset and wealth managers connect, collaborate, and execute through purpose-built, digitized workflows. Members gain instant access to a powerful marketplace of solutions—on-demand, a la carte services designed to enhance efficiency, improve distribution, and drive measurable results.
From streamlining operational due diligence to simplifying relationship oversight and content delivery, FLX replaces chaos with clarity. Our approach dramatically reduces costs, minimizes vendor sprawl, and accelerates implementation.
FLX Integrates a Fragmented Market
Our intuitive network serves as a holistic one-stop business resource that reduces inefficiency and drives more effective and meaningful collaboration.
It's a centralized destination providing significant cost savings and simplified implementation, offering:
- Network: asset and wealth managers join a membership focused on driving more efficient and effective relationships
- Workflows: modernize how firms connect, collaborate, and conduct business, transforming manual, spreadsheet and phone call heavy tasks, into a seamless, compliant digital process.
- Solutions: curated marketplace of technology and business services that offer flexible implementation and coordinated integration.
An All-in-One Solution for Asset & Wealth Management
FLX's all-in-one solution includes one integrated network, offering its members— a single relationship, one communication point, and one invoice.
We help reduce the number of vendors and service providers, optimizing discretionary budgets. We reduce business friction by improving workflows and minimizing the need for technology and professional services that are not fully utilized.
Awards
News from FLX
Exploring Opportunities in Small and Mid-Cap Equities as Market Conditions Shift
11.11.25
Major Trend Index 11/10/2025
11.10.25
How Residential Credit Can Enhance Income and Diversification in Client Portfolios
11.07.25
Leuthold’s Group Selection Scores: A Distinctive Approach to Thematic Investing
11.04.25
Major Trend Index 11/3/2025
11.04.25
Major Trend Index 10/27/2025
11.03.25
Major Trend Index 10/20/2025
11.03.25
Major Trend Index 10/13/2025
11.03.25
Building with the Right Bricks - Core Residential Credit Strategies for Income Portfolios
11.03.25
The Relentless Search for Income - Why Residential Credit May Be the Opportunity Hiding in Plain Sight
10.29.25
The Bear Market in Diversification – And the Opportunity It Creates
10.27.25
When Concentration Becomes a Risk – Why Price Still Matters
10.27.25
The Hidden Engine of Equity Returns
09.30.25
Breaking the Core Equity Deadlock: Why Passive and Active Both Fall Short
09.18.25
The GLA Advantage: How Systematic Tax Management Can Drive Better Client Outcomes
08.20.25
Why Tax-Managed Investing Is Now a Must-Have for Advisors and Their Clients
08.20.25
Reactions, Not Just Results: Rethinking Diversification in the Age of AI and Earnings Volatility
08.14.25
Trump Administration’s GSE Reform and the Impact on Private-Label RMBS Markets – July 2025
08.07.25
Uncovering CMBS and CRE CLOs
07.02.25
Navigating Trade and Housing: Lessons from McKinley's Era to Modern Markets
06.25.25