Institutional Xchange platform is a division of FPL Capital Management, an SEC Registered Investment Advisor providing wealth management services to high-net worth individuals and families since 1997. FPL Capital Management currently manages $540 billion in client assets across the nation. FPL Capital Management created the Institutional Xchange platform to cater to the ever-growing “Do-It-Yourself” investor.
Institutional Xchange is the nation’s first open architecture investment platform that offers individuals access to a complete suite of institutional investments without the need of an expensive middleman. The Institutional Xchange platform provides individual investors access to investment vehicles and services which have historically only been available to large wealth management firms. Platform provides access to:
- Private Capital Market Funds
- Institutional Mutual Funds
- Private Real Estate Investments
- A complete suite of professionally managed model portfolios
- Direct Access TAMP (Turnkey Asset Management Program)
In addition, because of its scalability and flexibility, the platform can offer clients expanded services. These services can be seamlessly integrated with the platform offerings. These services include customized asset management, concierge wealth management, and Family Office services.