So Much More Than a Website

At FMG Suite, we help financial advisors build their businesses, expand their influence, and strengthen relationships with clients. We provide websites, email, events, SEO, paid media tools, and services built for financial advisors.

FMG Suite at SEI

SEI has a strategic relationship with FMG Suite to provide you with access to the premier marketing automation system – an all-in-one, integrated suite of tools designed exclusively for financial professionals. Take advantage of stunning and responsive websites and an extensive library of award-winning content to help you grow your business and deepen client relationships. Combining best-in-class technology, exemplary customer service, and an intuitive user interface, FMG Suite helps advisors elevate their marketing and communication while giving them more time to focus on client service and practice growth.*

An All-In-One Marketing Solution

The FMG Suite tools include websites, content, social media scheduler, email builder, event builder, blogging, plus our team of marketing experts, for everything your business needs.

*2020 T3 Software Survey Report from Inside Information ranked FMG Suite #1 in market share; 2019 T3 Software Survey Report ranked FMG Suite #1 in customer satisfaction.

2020 AVA Award and 2019 Davey Award for content.

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Websites

Your website sets you apart. Get a professional-looking website that highlights your brand, connects with clients, and attracts new leads. We’ll even preload your site with beautiful, compelling content. Plus, get access to simple, intuitive tools to customize your site, analytics tools to check your site’s performance, and compliance tools that alleviate the pain of creating dynamic content.

Content Library

FMG Suite has an educational content library built right into the platform. Get over 400 compliant, timely, and highly engaging pieces of content, including videos, infographics, articles, calculators, greeting cards and more. These content pieces are designed to position you as the authority on topics like retirement and investing. They are accessible to clients and prospects through your website and through emails campaigns.

Automated Campaigns

Free up your time, nurture client relationships, and generate new leads with our automated campaigns. They are designed to deliver a stream of educational and engaging content with the right message to the right people at the right time.

Watch how it works

Email Marketing

Communication is everything, and email is still the most popular form of business communication. To keep your client relationships in tip-top shape, you need great tools to create effective email campaigns. With our Custom Email Builder, you can use sectional editing to create beautifully branded newsletter-style layouts, dropping in images or content pieces with a few clicks. You can also access our library of professionally-drafted, pre-written emails at any time.

Social Media Marketing

Through our Social Foundations automated campaign, pre-written social posts are automatically sent out on your behalf to LinkedIn, Twitter, and Facebook. Target your ideal clients with share-worthy content and clickable topics that will always traffic back to your website. Also, you can use our Social Post Scheduler to load up your posts, schedule them for a future date, and we’ll send them for you, automatically.

Analytics

You can’t improve what you don’t measure. Get specific metrics to show how your campaigns are performing, view overall site traffic, find out who’s viewing your emails, and get notifications whenever someone fills out a form on your website.

Team of Assistants

Marketing is an ongoing process, and we know that financial advisors do not always have the time to dedicate to it. Receive help from a team of assistants who help execute and tackle regular marketing tasks for you.

Special Pricing for SEI Financial Professionals

Start building your online brand.

IMPRESSTM
$69 /MO
Content Integration
Get practical features, a blogging platform, and robust content to help you build the foundation of your online presence.
CONNECTTM
$219 /MO
Connect With Your Network
In addition to a great website, add marketing campaigns that turn your clients into raving fans.
ATTRACTTM
$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.
ELEVATETM
$595 /MO
Elevate Your Marketing
Combine the best of our websites and tools with help from an assistant who tackles regular marketing tasks for you.
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WEBSITE DESIGN SERVICES

Choose from our Express, Concierge, or Exclusive design services.

Express Setup

$499

Select from one of six themes and get up and running quickly.

Concierge Setup

$1299

Work with a Website Specialist to customize your homepage.

Exclusive Setup

$2499

Access 24 limited edition designs and work with a designer.

FAQ

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 billing. It will be automatically charged on a monthly basis, and a digital invoice is sent upon request. The design service fee is charged up-front for all plans. The advisor’s choice of setup determines when the monthly billing starts.

  • For an Express customer, monthly billing starts upon sign up
  • For a Concierge customer, monthly billing starts after 30 days.
  • For an Exclusive customer, monthly billing starts after 60 days.
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. 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 the advisor’s marketing tools are performing.
  • A free website refresh to ensure the site has a fresh design, every 2 years
6. 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.

Questions? Call us at 858-251-2420