FMG Suite has launched FMG Connect, a new integration layer built to unify the tools, data, and workflows that financial advisors rely on every day. The announcement was distributed via PR Newswire on September 9, 2026, and positions FMG Connect as the infrastructure that lets previously siloed systems — meeting notetakers, lead platforms, planning software, and CRM tools — communicate and trigger workflows automatically, without the advisor acting as the manual go-between.
FMG Connect is built around four core areas of advisor work: productivity, prospecting, relationship intelligence, and communication/engagement. Integrations with AI meeting tools can trigger automatic follow-ups, lead-enrichment data can flow directly into personalized outreach campaigns, and client context can sync automatically across planning tools and contact records — all while outreach responds to real-time client and prospect activity across compliant channels. The platform runs on FMG’s existing API library, with planned support for the Model Context Protocol (MCP) to expand its AI-driven functionality going forward. Seven launch partners — Zocks, Jump, Aidentified, WealthFeed, Tax Status, Asset-Map, and GReminders — received early access and are actively building integrations.
Michelle Feinstein, FMG’s Chief Product and Strategy Officer, said: “Advisor technology has been fragmented for too long, and firms need more than point integrations. They need an AI-driven platform that brings tools, workflows, and data together in a way that actually drives growth. FMG Connect creates a stronger foundation for advisor growth, partner innovation, and measurable outcomes by bringing systems and data into the same operating environment.”
Dave Christensen, FMG Suite’s CEO, added: “Advisors don’t want more disconnected tools. They want the tools they already use to work together. FMG Connect is how we make that happen. It gives advisors a more connected operating environment, and it gives partners a more effective way to plug into the workflows where advisor growth actually happens.”
FMG is trusted by more than 80,000 financial professionals and reaches over 45 million U.S. investors, and was ranked #1 in market share and customer satisfaction in the T3 Software Survey Report. Enterprises using FMG have reported Net Promoter Scores nearly four times the industry average.
Also seen in:
- FA Magazine – “FMG Suite Adds Overlay To Tie Together Workflows, Prospecting”
- Pulse2 – “FMG Suite Launches FMG Connect To Unify AI, Data And Workflows For Financial Advisors”
- Wealth Solutions Report – “FMG Suite Launches FMG Connect To Link Advisor Tools And Data”
- Digital Wealth News – “Advisor Tech Talk (Week of 9/14/26)”
FAQ
Q: What is FMG Connect?
A: FMG Connect is an integration layer from FMG Suite that unifies the tools, data, and workflows financial advisors already use — including meeting notetakers, lead platforms, planning software, and CRM systems — so information moves between them automatically instead of requiring manual transfer.
Q: What problem does FMG Connect solve for advisors?
A: Advisors typically rely on multiple specialized tools that don’t communicate with each other, forcing manual data transfer between platforms and creating delays. FMG Connect closes those gaps by enabling automatic data flow and triggered workflows across an advisor’s existing tech stack.
Q: Who are FMG Connect’s launch partners?
A: Seven companies received early access and are building integrations: Zocks, Jump, Aidentified, WealthFeed, Tax Status, Asset-Map, and GReminders.
Q: What are the core capabilities of FMG Connect?
A: The platform covers four areas of advisor work — productivity, prospecting, relationship intelligence, and communication/engagement — with features like automatic meeting follow-ups, lead-enrichment data flowing into outreach campaigns, and client context syncing across planning tools and contact records.
Q: How does FMG Connect fit into FMG’s broader platform strategy?
A: FMG Connect builds on FMG’s existing API library, with planned support for the Model Context Protocol (MCP) to extend AI-driven functionality. It reflects FMG’s continued investment in serving the 80,000+ financial professionals and 45 million-plus U.S. investors on its platform, where FMG has been ranked #1 in market share and customer satisfaction in the T3 Software Survey Report.
Q: Why is FMG launching this now?
A: As advisors adopt more point solutions for meetings, prospecting, and planning, fragmentation between those tools has become a growing bottleneck. FMG Connect is FMG’s answer to that fragmentation, giving advisors a connected operating environment and giving technology partners a more direct way to plug into the workflows where advisor growth happens.
