FMG announced a new program called Institutional Intelligence through PR Newswire, delivering curated expertise, research, and interactive tools from leading wealth tech firms directly into advisors’ marketing and client engagement workflows.
Wealth.com serves as the exclusive technology founding partner, providing estate and tax planning resources, while Trust & Will, Cue Studios, Nitrogen, and Bento Engine round out the program as Featured Partners. The program is available to more than 80,000 financial and insurance professionals on FMG’s platform.
Susan Theder, FMG’s Chief Marketing and Experience Officer, said: “Advisors compete on expertise, but growth depends on how effectively that expertise reaches clients and prospects.”
In August 2026, Foundation Source joined Institutional Intelligence as a Premier Partner, adding philanthropic planning resources to the program so advisors can bring charitable giving conversations into client relationships. Foundation Source supports more than 5,400 private foundations, 20,000 donor-advised fund accounts, and 1,600 nonprofits, and administers over $44 billion in charitable assets, facilitating more than $6 billion in annual charitable giving. Sabrina Bailey, President of Foundation Source, said: “Charitable planning is increasingly becoming part of the comprehensive advice clients expect from their financial advisors, and it creates a powerful opportunity for advisors to deepen relationships across generations.”
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”
- New Castle News — “Foundation Source Joins FMG Suite’s Institutional Intelligence as Premier Partner to Expand Advisors’ Access to Philanthropic Expertise”
- Fidelity — “Foundation Source Joins FMG Suite’s Institutional Intelligence as Premier Partner to Expand Advisors’ Access to Philanthropic Expertise”
FAQ
Q: What is FMG’s Institutional Intelligence program?
A: Institutional Intelligence embeds curated expertise and tools from wealthtech partners into the marketing workflows advisors already use, maintained within FMG’s compliance framework.
Q: Who is the founding partner?
A: Wealth.com serves as the exclusive technology founding partner, developing an Estate Snapshot tool powered by its AI platform, Ester.
Q: What other partners participate?
A: Foundation Source joined as a Premier Partner in August 2026, contributing philanthropic planning resources. Trust & Will, Cue Studios, Nitrogen, and Bento Engine participate as Featured Partners, each contributing content and specialized expertise.
Q: What does Foundation Source add to the program?
A: Foundation Source brings philanthropic planning expertise to Institutional Intelligence, giving advisors resources to start charitable giving conversations with clients. The firm supports more than 5,400 private foundations and 20,000 donor-advised fund accounts, and administers over $44 billion in charitable assets, facilitating more than $6 billion in annual charitable giving.
Q: How many advisors have access?
A: Over 80,000 financial and insurance professionals can access the program, reaching approximately 45 million U.S. investors.
Q: How does compliance work?
A: The program includes integrated oversight enabling advisors to customize and distribute partner content while adhering to FINRA and SEC marketing rules, with performance tracking.
Q: Why launch now?
A: FMG positions Institutional Intelligence as advancing its evolution into a “compliant growth platform” connecting partner expertise, communications, compliance, and performance data. The addition of Premier Partners like Foundation Source shows the program expanding to cover more specialized advisor needs, like charitable planning, over time.
