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Enterprise Layer Intelligence
Categories/Sales Enablement/FLX Networks
FLX Networks

FLX Networks

Founded by Brian Moran in 2019

Connect asset managers and wealth advisors for investment due diligence and distribution

You can use FLX Networks to connect asset managers with wealth management firms and financial advisors. The system organizes due diligence questionnaires and requests for proposals in a centralized hub to speed up fund evaluations. You can manage national and local industry events, coordinate sponsorships, and track event returns without messy spreadsheets. It also provides fund performance analytics for exchange-traded funds and mutual funds, alongside integrated sales reporting, lead generation scheduling, and marketing distribution services to support investment business relationships.

What FLX Networks does

Complete and submit due diligence questionnairesTrack event sponsorships and invoicing deadlinesReview daily ETF and mutual fund transaction metricsPublish asset manager profile updatesSchedule sales meetings with wealth advisorsDistribute press releases to financial journalistsAutomated questionnaire workflows for investment due diligenceCentralized dashboard for organizing and sponsoring industry eventsDirect directory of verified asset manager and insurer profilesDaily fund flow and asset metrics for ETFs and mutual fundsDedicated sales outreach and meeting scheduling supportTurnkey webinar planning with continuing education credit trackingTargeted press release and media pitch distribution services

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FLX Networks, asset management, wealth management, due diligence, DDQ management, RFP workflows, fund research, financial advisors, ETF analytics, mutual funds, wholesaler distribution, event coordination, relationship management, institutional allocators, lead qualification