Scale with SME Target advisory firms seeking scalable, risk-managed investment solutions by partnering with Flexible Plan Investments to offer multi-strategy SMAs and TAMP services, leveraging their OnTarget Investing process to differentiate and grow AUM.

Diversified Offerings Highlight opportunities to integrate across equities, fixed income, and alternatives with access to ETFs, mutual funds, VAs, VULs, 401(k)s, 403(b)s, and trust accounts to broaden client solutions for advisory clients.

Back-Office Support Position FPI’s full back-office, service, and tech support as a value add to reduce operational burden for midsize firms looking to scale without expanding internal compliance or operations headcount.

OnTarget Advantage Emphasize the OnTarget Investing framework for customized benchmarks and reporting to improve client engagement and retention, offering a path to stronger fee-based advisory revenue.

Growth Momentum Leverage recent leadership hires and product launches such as FlexDirex to approach growth-minded firms seeking fresh differentiators and expanded distribution channels in a competitive RIA/TAMP landscape.