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Enterprise Class, Expert, Digital Wealth Management Platform
See why Aligned Capital Partners chose FLEX as their enterprise solution
Leading cloud based software for distributors and dealing representatives
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Successfully operate your boutique wealth management dealer by optimizing the returns on your technology investments.
Focus on the societal value, sustainability of Robo-Advice and the future of the technology requirements.
Designed to meet CRM2 requirements, our solution enables fast, simple and accurate delivery of Fund Facts to investors
Advisors can demonstrate the value of advice through a rich, powerful portfolio and performance analysis.