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How do we enhance asset management for Registered Investment Advisors (RIAs)

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.

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Welcome to FlexFunds

We provide our services under the Global Note Programs through several entities that perform different activities. Among these entities are FlexFunds ETP LLC which acts as Calculation Agent, and FlexFunds Ltd, which acts as the Program Coordinator. Before making a decision to invest in the Global Note Programs, you should consider the following:

  1. Independent entities. FlexFunds ETP and FlexFunds Ltd. are not managers of the special purpose vehicles, collectively, responsible for the issuance of Notes under the Global Note Programs.
  2. Coordinated Activities. FlexFunds ETP and FlexFunds Ltd act as coordinators of the different entities participating in the Global Note Programs. However, each of the entities is responsible for its own duties and activities in the process.
  3. Not Broker-Dealer or Investment Adviser. Neither FlexFunds ETP nor FlexFunds Ltd. is a U.S. registered broker-dealer or an investment adviser registered with the U.S. Securities and Exchange Commission. Our entities do not raise capital for clients or the Issuers. We do not solicit any specific products, nor offer investment advice or make investment recommendations, nor do we offer tax, legal, financial advice or otherwise.

FlexFunds ETP may collect data about your computer or device, including, where available, your IP address, operating system and browser type, for system administration and other similar purposes.