A Mobile App to Reach the Next Generation

Make it easy for your clients (and you!) to stay in touch with a custom branded mobile app for your business.

The app gives instant access to clients, builds loyalty and brand awareness, and best of all, stays with your clients at all times! Professionally built to function on every mobile device.

Watch how it works

Why FMG Suite Mobile App?

  • Build Credibility with Millennials and Gen Xers

    Builds credibility with children of clients, younger clients, and prospects.

  • Always on Their Mind

    Keeps your brand in front of clients and at the top of their minds.

  • No Reinventing the Wheel

    We’ve developed a mobile app tailored to the needs of financial advisors and their clients.

Strong Points FMG Suite
  • One-Click Accessibility

    Higher accessibility improves client satisfaction and referrals.

  • Personalized with Your Brand

    Customized with your branding for maximum impact.

  • Mobile and Compliant

    The ease of a text message; the security and compliance of email.

The Difference an App Makes

“The app lets you connect in a much more personal way. I can wish my clients Happy 4th of July or let them know the office will be closed for a holiday with the push of a button.”

-James Colligan, Boston, MA

View all testimonials

Have your questions answered by the experts.

We’ll walk you through the features of our websites and how to get started now.


Send Push Notifications (Mobile Alerts)

Reach prospects at any time with new videos, articles, and personal messages.


Easy Communication Options

Clients can ask questions, request appointments, and get answers, all in one location.


Clients Can Access Their Account

Add a button to your app that lets your clients login to their accounts.


Packed with Videos

The app comes loaded with videos to educate and entertain on the go.


Handcrafted by Real People

“For our advisors who want to “wow” their clients, the app is the icing on the cake. It’s fun, unique and definitely cutting-edge.”

Nate Alvar
FMG Suite App Developer

Have your questions answered and start building your suite today.
Request a Demo

Learn more about pricing

(858) 251.2420

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Copywriting Sample

Distill Your Niche

"...while they can’t turn back the clock and address these issues beforehand - such as increasing their spouse’s life insurance or saving more - there are ways to take control and feel more confident in their future.
When working with widows, there are a few first steps I recommend taking:

1. Get Organized
Whether or not you handled all of your family’s finances, some, or none, the first step is to organize your financial documents. Before you can determine how to budget and what steps to take, you have to first understand where you stand financially. If you are having trouble translating your investment account statements, a financial advisor can help you understand what your documents mean. You’ll want to copy and safeguard your important documents and review life insurance policies with a trusted advisor.

2. Budget for a Single Income
More than half of widows have difficulty adjusting to a single income. This may because they haven’t reevaluated their bills and expenses and adjusted..."

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Copywriting Sample

Consistent Messaging

"...Once we understand your family’s current circumstances, goals, and unique needs, we develop strategies to help preserve and potentially grow your wealth and take over the time-consuming tasks associated with managing your complex financial affairs. Working with a family office can benefit families in a number of ways, including:

  • Preserving wealth through proactive management and appropriate strategies
  • Mitigating risk by diversifying investments
  • Assisting with the transfer of wealth from one generation to the next through strategic asset allocation and estate planning..."

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Copywriting Sample

Unique Articles in Your Voice

"...More than likely, you have a clear understanding of your relationship with your doctor or your dentist. You pay a fee and, in return, you receive a service, including advice and recommendations based on your individual situation. It would make sense then for your relationship with your financial advisor to be the same; but for many, that’s not the case.

At Financial Guideposts, we’ve noticed a trend: that the general public does not understand the relationship they have with their financial advisor. We want to change that. We believe there are two critical aspects you should understand when working with a financial advisor: how he or she gets paid and what services he or she provides..."

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