Give advisors a powerful marketing solution

Advisors are increasingly asking for marketing help. Our enterprise solution integrates with your technology, enables you to build your own content library, provides a value-add coaching opportunity and creates a compelling differentiator for your firm.

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Proven enterprise solution

FMG has more enterprise experience than any other SaaS marketing firm in the industry. We understand your goals and we have the people and technology to enable you to execute your vision with minimal business or financial risk.

Compliance Dashboard for FMG Enterprise Customers

Publish and manage your firm's own content in seconds

Make it easy for your advisors to use the content you create — from market commentaries, new client onboarding campaigns, and timely emails to seminar kits, downloadables, and ebooks. With the click of a mouse, your content is in the hands of their clients.

FMG Dashboard with Custom Content Library

Free up valuable compliance resources

By providing advisors with a pre-approved library, your compliance team only reviews when the advisor edits the content. Advisors love that they don't have to use a separate compliance system and compliance loves the time savings.

You empower them. We empower you

Branded Client Portal for Enterprise Use

“If I’m honest, we did 2 years of intense due diligence before selecting FMG. They literally checked all of our boxes. The feedback from our advisors since we launched has been awesome! They are fired up. I'm just getting started and couldn't be happier with our choice.”

Shannon Spotswood

President of RFG Advisory

We're proud to partner with the industry's leading wealth management firms

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