Two Powerful Platforms, One Seamless Integration

We have joined forces with the leading CRM for independent advisors, Redtail Technology to help
financial advisors accomplish more and see greater results in less time.

Watch how it works

Greater Results in Less Time

A marketing automation platform and a CRM work hand-in-hand to help you strategically target your ideal client base and maintain strong relationships with clients. The benefits of connecting your FMG Suite tools with Redtail’s CRM version are huge.

Website Form Submissions

Automatically drop prospects who fill out forms on your website into your Redtail to keep all of your leads in one organized place.

Contact Synchronization

Sync your contacts and manage your email and social campaigns with a few clicks of a button, ensuring you stay engaged and connected with your prospects and clients.

Automation at Your Fingertips

Utilizing these two platforms will allow you to easily step up your marketing efforts with FMG Suite automated campaigns.

Schedule a Demo Today!

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Have a Question?

Check out our Redtail and FMG Suite integration frequently asked questions.

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