About Us

The FLX Distribution digital marketplace simultaneously empowers asset managers and distribution professionals to drive results and retain optionality.

Powered by a combination of proprietary developments and a tech stack of leading software providers, we have created a seamless exchange for sharing and developing both sales data and marketing materials.

This exchange allows asset managers to create and track objectives, while distribution professionals gain access to the information and insights that drive advisor engagement.

We are focused on understanding an asset manager’s existing business plans, current distribution capabilities, historical intermediary experience, investment capabilities and ultimate sales and marketing goals to deliver a comprehensive distribution solution.

At FLX Distribution, we:

Source professionals to help our partners achieve goals in functional areas

  • Sales / National Accounts
  • Marketing
  • Product
  • Thought leadership
  • AND More….
Serve up Distribution Professionals in two formats

  • Team based - POD
  • Individual based - A la carte
Implement the personnel on the FLX Platform and provides oversight, allowing for a turnkey and flexible solutions that can be flexed up or down.

FLX Distribution is committed to maximize return on investment by helping managers keep their distribution strategies flexible, focused and cost effective. The FLX platform provides necessary data and transparency, so that the membership identifies optimal ways to partner for win-win solutions in the form of team based packaged or a la carte solutions. A FLX Relationship Specialist is assigned to each asset manager to drive a positive membership experience.

The options available on the FLX Distribution ecosystem to support sales strategy and distribution needs are as follows:

Personnel

  • Access to a curated membership of FLX's Individual Members, deeply experienced, covering advisors and Intermediaries
  • Assistance with oversight and compliance of registered representatives’ activities conducted through an affiliated broker-dealer
  • Access to FLX Distribution Solutions providers: coaches, consultants, marketing, public relations, strategists and value-add providers
Management Consulting and Assistance

  • Management consulting on distribution considerations, product development and management, firm positioning, compensation planning and intermediary segmentation
  • FLX Distribution employees and leadership will guide asset manager partner in understanding and/or accessing various intermediaries
Marketing, Promotion and Data

  • Industry insights, trends and FLX Factbook will be available upon collection of data