- FlexFunds solutions make it easy for Registered Investment Advisors (RIAs) to access global capital markets.
- RIAs who choose to use FlexFunds ETPs can optimize asset management, leading to an increase in their AUM.
- FlexFunds investment vehicles transform liquid or illiquid assets into listed securities, distributable through Euroclear with their own ISIN / CUSIP code.
FlexFunds offers exclusive advantages for RIAS to optimize asset management
In corporate finance and investments, it is important for professionals to find allies and partners who provide cost-effective tools to enhance the services they offer to their clients.
In this context, Registered Investment Advisors (RIAs) can take advantage of the solutions offered by FlexFunds to facilitate and promote asset management, create their own exchange-traded products (ETPs), and increase their assets under management (AUM).
This way, they can achieve the goal of offering their clients greater diversity in investment products and a simpler way to participate in them, creating a more positive and enriching experience.
How FlexFunds improves asset management for Registered Investment Advisors?
FlexFunds can improve asset management for Registered Investment Advisors by offering a range of valuable benefits. Here is a brief overview of the most prominent and essential ones:
1. Backing from top-notch service providers
First and foremost, FlexFunds’ investment vehicles are backed by top-notch service providers.
Some of the most important ones include the renowned U.S. bank, Bank of New York Mellon, the international broker Interactive Brokers, and the financial services provider Apex Group.
Thanks to them, not only will you obtain a cost-effective solution, but you will also gain a stronger reputation within the industry and in front of potential clients.
2. Centralized account for managing multiple clients
With FlexFunds, it is possible to consolidate the management of different clients into a single centralized account in a structure similar to a fund, accessible through an ISIN / CUSIP code.
This functionality reduces the administrative burden on the Registered Investment Advisor and allows them to focus on what truly matters, which is asset management.
3. Expansion of investor base
FlexFunds solutions provide access to investors beyond the RIA’s original client portfolio, offering products actively managed by third parties.
FlexFunds solutions will allow the Registered Investment Advisor to expand their investor base in global markets without incurring additional burdens.
At the same time, these tools will help distribute diversified strategies that are compatible with various investor profiles based on risk tolerance and timeframes, and at a low cost, with the latter being crucial.
“The relatively low costs associated with ETP management, compared to other investments, make them an efficient way for investors to access a wide range of asset classes,” details IBKR Campus.
4. Flexibility in strategy management
Finally, FlexFunds offers a wide range of possibilities regarding the type of assets that can be securitized.
It is important to remember that the securitization process involves converting liquid assets, such as stocks or bonds, or illiquid assets, such as real estate, into listed securities distributable through Euroclear.
Thanks to FlexFunds’ investment vehicles, the Registered Investment Advisor can have an innovative solution capable of attracting capital swiftly and cost-effectively.
For more information about our ETPs for Registered Investment Advisors, do not hesitate to visit our FlexPortfolio section, where you will find all the necessary information to get started. Please contact our team if you decide to proceed.
