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  • Wealth Management Technology

    Enterprise Class, Expert, Digital Wealth Management Platform

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    See why Aligned Capital Partners chose FLEX as their enterprise solution

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    Exempt Market Dealer Solution

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7 Technology Keys

Position Paper

Successfully operate your boutique wealth management dealer by optimizing the returns on your technology investments.

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Robo-Advisor

Essay

Focus on the societal value, sustainability of Robo-Advice and the future of the technology requirements.

Take me there

Fund Facts Solution

Compliance

Designed to meet CRM2 requirements, our solution enables fast, simple and accurate delivery of Fund Facts to investors

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Partial Client List


Tangerine
Sun Life Financial
Great-West Life
Desjardins
Investment Planning Counsel
National Bank
Fidelity
Credential Asset Management
Industrial Alliance