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Distribution

Streamline and enhance engagement with your Asset Management & Insurance Carrier partners through a purpose-built network

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A Membership Like No Other

 A network that integrates workflows, data, and services into a seamless Member experience  

Aggregating and Simplifying Workflows

Smarter: Members digitize and standardize historically manual processes

Centralized: One platform providing comprehensive access to partner profiles, insights and products

Events: Modernizing planning, coordination, and sponsorship for national, regional and local engagement opportunities 

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FLX’s open-architecture network

A Comprehensive Partner

Branding: Leverage integrated, turn-key video solutions

Education: On-demand access to practice management, value add and CE programs

Client Service: Innovative program helping wealth managers build deeper relationships with clients

 

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wealth management engagement model

See for yourself how digitized workflows can help you achieve new levels of efficiency and operating scale.

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