Scale with SMA Flexible Plan Investments offers multi-strategy active management via its TAMP and SMA platform, enabling advisers to consolidate multiple strategies in one account. Sales opportunity: approach RIAs and broker-dealers looking to streamline model portfolios and increase AUM through a single, diversified solution.

Risk-managed Growth The OnTarget Investing process emphasizes personalized benchmarks and risk controls across asset classes. Sales angle: highlight a differentiated, risk-aware value proposition to growth-focused advisers seeking to improve client outcomes and retention in volatile markets.

Back-office Enablement FPI provides full back-office, service, and tech support plus seamless custodian integration. Opportunity: position as a turnkey partner that reduces operational burden for mid-size firms expanding advisory capabilities without capitalized tech investments.

Expansion Momentum Recent leadership hires and new product launches such as FlexDirex indicate ongoing growth and product evolution. Sales angle: leverage the narrative of innovation and scale to engage firms seeking modernized platforms and fresh differentiators.

Industry Validation History of awards and recognitions for funds and strategists underscores credibility in dynamic allocation and tactical strategies. Opportunity: use third-party accolades to open conversations with risk-aware advisers who value proven performance and industry recognition.