Read the press release from PR Newswire, which reported on FMG’s launch of Institutional Intelligence, a new program that delivers curated expertise, research, and interactive tools from leading wealth tech firms directly into the workflows advisors use to drive marketing, client engagement, and lead generation.
Wealth.com joined as the exclusive technology founding partner, giving FMG’s more than 80,000 financial professionals and insurance advisors access to estate and tax planning content, including a forthcoming Estate Snapshot tool powered by Wealth.com’s AI platform, Ester. Additional partners contributing content and tools to the program include Foundation Source, Trust & Will, Cue Studios, Nitrogen, and Bento Engine.
“Advisors compete on expertise, but growth depends on how effectively that expertise reaches clients and prospects,” said Susan Theder, FMG’s Chief Marketing and Experience Officer.
Also seen in:
- Wealth Management – “WealthStack Roundup: Worthy Analyzes $1B in Client Income as Tax Tech Grows”
- InvestmentNews – “LPL, Conquest and FMG Push AI Deeper into Advisor Workflows”
- Digital Wealth News – “Advisor Tech Talk: Week of 8/3/26”
- Family Wealth Report – “Digital Digest: The Latest Tech News – RFG Advisory, Feathery, Wealth.com”
- ThinkAdvisor – “Wealth.com Partners With FMG Suite”
FAQ
Q: What is FMG’s Institutional Intelligence program?
A: Institutional Intelligence is a new FMG program that embeds curated expertise, research, and interactive tools from partner wealthtech firms directly into the marketing and client engagement workflows advisors already use – including email, websites, and social media – all within FMG’s compliance framework.
Q: Who is the founding partner of Institutional Intelligence?
A: Wealth.com is the exclusive technology founding partner. The estate and tax planning platform is building FMG into its primary distribution channel for independent advisors, including a forthcoming Estate Snapshot tool powered by its AI platform, Ester.
Q: What other partners are involved?
A: Institutional Intelligence also features content and tools from Foundation Source, Trust & Will, Cue Studios, Nitrogen, and Bento Engine, giving advisors a broader library of specialized expertise to customize and distribute.
Q: How many advisors have access to Institutional Intelligence?
A: More than 80,000 financial professionals and insurance professionals on the FMG platform, reaching over 45 million U.S. investors, can access the program.
Q: How does Institutional Intelligence help with compliance?
A: The program includes integrated compliance oversight so advisors can customize and distribute partner-provided content while staying within FINRA and SEC marketing rules, alongside performance tracking to measure engagement.
Q: Why is FMG launching this now?
A: FMG has positioned Institutional Intelligence as the next step in its evolution from a marketing platform into what CEO Dave Christensen has called a “compliant growth platform” for financial services – connecting partner expertise, advisor communications, compliance, and performance data in one place.
