How do we enhance asset management for Registered Investment Advisors?

News & Insights - June 11th, 2020

Learn about the tools that facilitate and promote investor management.

At FlexFunds we help RIAs by providing them tools that facilitate and promote investor management, the creation of their own products and increase their AUM.

Some of these key benefits are:

– Giving them access to top tier service providers when launching their own products.

– Consolidation of the management of many accounts or clients into one centralized account that is accessed through an ISIN/Cusip

– Reach investors outside their own book of clients by offering their actively managed products to third parties

– Flexibility in the management of their strategies