The perfect marketing system for advisors
#1 in customer satisfaction & market share
According to the 2019 T3 Software Survey Report by Morningstar, FMG Suite has been ranked #1 in customer satisfaction and market share. More than 40,000 advisors trust us to nurture leads, deepen client relationships, and grow their business.
Powerful Ways to Stay Connected
Emails
Send templated, pre-written emails with just a few clicks.
Social Media
Share award-winning content your clients will love.
Websites
Engaging, modern designs that are built to get you leads.
Brochures to business cards, we’ve got it covered.
Events
Everything you need to plan and promote great events.
The Top Content Library in the Industry
Automation: Our Secret Ingredient
Question: how do you build a sustainable business? The key is to delegate. Our automated, set-it-and-forget-it features will take care of your most time-consuming chores, so you can focus on what you do best.
Automated Email and Social
Stay in touch without lifting a finger. Deliver a stream of communication to the right contacts, on the right platforms, all year long.
Simple Event Promotions
Hosting an event? We make it easy with simple event management tools that will invite, remind, and follow up with your guests.
Smart Analytics Tools
Find out who’s viewing your emails, visiting your website, and clicking on your content. We’ll track the metrics in real time, automatically.
World-Class Customer Service
You’re going to love all the ways we take care of you.
Unlimited Phone Service
Got a question? Need a hand? A friendly voice is just a phone call away, anytime.
White Glove Website Transfer
We’ll move everything over from your old website into your new design, by hand.
6-Month Marketing Checkup
Get a review of how your marketing tools are performing after your first 6 months.
2-Year Homepage Refresh
Every 2 years, we’ll give your homepage a freshly updated look, free of charge.
Site Optimization
We’ll help you fine-tune every setting to truly maximize your website’s potential.
Personal Coaching
Work with your own personal marketing coach to move your business forward.
Curious?
Let us show you how to upgrade your brand, attract leads, and build a scalable, relational business.
