So Much More Than a Website

MoneyTrax, Inc. has partnered with FMG Suite to give you exclusive access to the leading all-in-one digital marketing platform for financial professionals.

Say goodbye to the static brochure website

The FMG Suite platform provides you with fully automated marketing services that work around the clock so you don’t have to. With your website serving as the hub of your marketing efforts, FMG Suite provides email and social media campaigns, presentations, and the option for gated pages that capture a visitor’s contact information. All tools utilize a robust content library, which features 400+ pieces of award-winning, FINRA-reviewed videos, articles, and calculators.

Fill out the contact form to connect with our team and learn how FMG can help expand your business!

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Automated “Smart” Marketing

  • Strategic, automated, and targeted email and social media campaigns
  • Educational video campaigns to encourage engagement
  • Birthday and holiday campaigns to build strong relationships

Lead Generation

Ebooks, Quizzes and Content Gating

You’ll start generating leads by adding a “Sign up to get my eBook” section to any page on your website… and best of all, we’ll take care of writing the eBooks.

With Gated Content you’ll be able to require a name/email address in exchange for access to any page on your website. This helps turn traffic from social media and search engines into leads that you can follow up with.

Social Scheduling

Being able to post quickly and easily on social media is essential to your marketing efforts. We take it a step further by letting you post to 3 networks at once and schedule them for a future date.

Custom Email

Design and Send Custom Emails

You shouldn’t have to pay for another service just to send professional and branded emails to your contacts. Our custom email tool makes communicating fast and easy.

Choose your marketing suite

$69 /MO
Content Integration

Get practical features, a blogging platform, and robust content to help you build the foundation of your online presence.

$219 /MO
Connect With Your Network

In addition to a great website, add marketing campaigns that turn your clients into raving fans.

$299 /MO
Attract New Clients

Take your website and campaigns a step further with lead generation tools that draw in new prospects and grow your business.

Start building your online brand.

Get Started


1. How does FMG Suite work?

Advisors pick the plan that best suits their business needs. Our plans are based on a monthly fee and include a set of marketing tools and services.

2. What is the design service fee?

The design service is a one-time fee the advisor using the FMG Suite platform pays to design, setup, and get their website up and running.

3. How does billing work?

A credit card is required to set up initial billing and will be charged automatically on a monthly basis. A digital invoice will be sent upon request. The design service fee is charged up-front for all plans and packages. The advisor’s choice of setup determines when the monthly billing starts.

  • For our Express service, monthly billing starts upon sign up.
  • For our Concierge service, monthly billing starts 30 days after sign up.
  • For our Exclusive service, monthly billing starts 60 days after sign up.
4. Is an FMG Suite website required to access other features?

An FMG Suite website is not required, but we do recommend using it as the central hub of an advisor’s marketing strategy. Advisors with an external site can sign up for any of our plans, but the FMG Suite website will still act as a simple landing page, capturing the traffic coming from all marketing campaigns and redirecting prospects to the advisor’s external site.

5. Can advisors change or cancel plans at any time?

Yes. Please see early termination terms at for details and give us a 30 days notice of cancellation. This notice can be submitted to our Customer Support team at (858) 251-2420 or by email at

6. What are the FMG Suite customer care services included with each plan?

All FMG Suite plans include:

  • Unlimited phone service.
  • White glove website transfer to move everything over from the advisor’s old website into the new design.
  • An annual marketing checkup to assess and review how the advisor’s marketing tools are performing.
  • A free homepage refresh to ensure the website has a fresh design, every 2 years.
7. Can advisors request a demo?

Yes. Advisors can see our solutions in action by requesting a one-on-one demo with one of our marketing experts.

Call FMG Suite to find out more about getting started on your website and digital marketing program.