FlexFunds provides unique benefits for RIAs to optimize asset management.
At FlexFunds, we help Registered Investment Advisors (RIAs) by providing them with tools that facilitate and promote investor management, the creation of their own exchange-traded products (ETPs) and increase their assets under management (AUM). All to offer their clients a more comprehensive range of investment products and an easier way to participate.
The main advantages of FlexFunds are:
- Giving them access to top-tier service providers when launching their own products, including Bank of New York Mellon, Interactive Brokers, Intertrust, and Apex, among others.
- Consolidation of the management of many accounts or clients into one centralized managed account accessed through an ISIN/Cusip code. Thanks to this functionality, the Registered Investment Advisor (RIA) will have a less administrative burden and be able to focus on asset management.
- Reach investors outside their own book of clients by offering their actively managed products to third parties. FlexFunds’ solutions will allow the Registered Investment Advisor (RIA) to broaden its investor base in the global markets without additional burden.
- Flexibility in the management of their strategies. FlexFunds offers a wide range of possibilities regarding the type of assets you can securitize. Thanks to FlexFunds’ investment vehicles the Registered Investment Advisor (RIA) will be able to count on an innovative solution with the capacity to raise capital in an agile and cost-efficient manner.
To learn more about our ETPs for Registered Investment Advisors (RIAs), do not hesitate to visit our FlexPortfolio section, where you will find all the necessary information to start using them.