A full-service, investment management data and data distribution platform in the industry. We specialize in data automation, data distribution, and data consulting


Your firm’s data is the meaningful evidence of who you are, what you do, and how effective you are as a portfolio manager

  • Data organization can answer many of the important questions asset managers have about their business, competitive position, and marketing strategy
  • Answering these kinds of questions requires a strategy for managing data in a way that enables a tactical approach to investment management marketing

Want to market your portfolio? Then market your data!

  • Data has become the under appreciated catalyst for the investment management sales and marketing process
  • Investment management data marketing is strategically using your firm’s data to add clients and grow AUM
  • Data is the only tangible evidence substantiating your firm’s narrative

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Only Members Can Access Downloads

FLX Data Vault - What and Why Download PDF
How to Upload a Detailed AUM Template Download PDF
How to Upload a Detailed Characteristics Template Download PDF
How to Upload a Detailed Holdings Template Download PDF
How to Upload a Detailed Performance Template Download PDF
How to Upload a Detailed Personnel Template Download PDF
How to Upload a Firm AUM Summary Template Download PDF
How to Upload a Firm Personnel Summary Template Download PDF
How to Upload a Product AUM Summary Template Download PDF
How to Upload a Product Personnel Summary Template Download PDF

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