Independent Broker-Dealers
Drive Growth. Empower Your Advisors. Ensure Compliance.
FMG’s all-in-one marketing and texting platform helps Independent Broker-Dealers streamline compliance, strengthen their unique value proposition and accelerate business growth.
Deliver a Scalable Advisor Marketing Solution—Shaped by Your Vision, Powered by FMG
FMG provides independent broker-dealers with a flexible, compliant marketing solution designed to attract and retain top advisors while reinforcing the firm’s brand. With intuitive, compliance-ready tools, firms can enhance advisor engagement, drive organic growth, and ensure regulatory adherence—empowering advisors to build stronger client relationships.
You empower them. We empower you
“FMG continues to help advisors stay ahead of the curve by extending their market leadership through enhancements to the platform. It’s so exciting to see our
advisors adopt and utilize the
content across email and social
media to nurture their clients and prospects and drive leads and referrals. It’s very cost-effective, easy to use, and the ROI is robust.”
Marissa Fox-Foley
Chief Marketing Officer of Choreo Advisors
Industry-Leading Marketing Tools
Equip Advisors with Powerful, Scalable Marketing Solutions
FMG’s award-winning platform enables firms to white-label a best-in-class digital marketing suite. From email and social media to event promotion, print materials, and AI-driven content, firms can provide a consistent, compliant, and engaging marketing experience. Automation and a customizable content library ensure efficiency, scalability, and advisor adoption.
Content Solutions
Customize and Control Your Content Strategy
FMG gives firms full control over their content strategy with a FINRA-reviewed library and the flexibility to create, edit, and publish custom content. Firms can personalize emails, social posts, web pages, and more—all with firm-level oversight and seamless compliance workflows. Strengthen your brand, differentiate your value proposition, and maximize advisor engagement.
Save Time
Free Up Valuable Compliance Resources
Pre-approved, compliant content means compliance teams only need to review materials when advisors make edits, significantly reducing workload. Smart workflows proactively identify potential issues before submission, minimizing delays and ensuring seamless regulatory adherence. Advisors appreciate the efficiency, and compliance teams gain back valuable time.
Compliant Texting
Secure, Compliant Texting to Reduce Regulatory Risk
Maintaining SEC compliance while enabling advisor-client texting is critical. MyRepChat (MRC) provides a firm-approved, fully compliant texting solution that archives and supervises all messages in adherence to SEC Rule 17a-4. Built-in workflows maintain oversight without disrupting communication, reducing regulatory risk while allowing advisors to engage clients effectively.
Seamless Integrations
Connect Advisors’ Favorite Tools with Ease
FMG integrates with the industry’s leading CRMs, including Redtail, Salesforce, and Wealthbox, ensuring that advisor contact management stays accurate and up to date. Social media integrations with LinkedIn, Instagram and Facebook make firm-wide brand management easier, while built-in Canva and Unsplash integrations enable advisors to create professional, on-brand visuals without leaving the platform. Simplify workflows, drive advisor adoption, and maintain a strong, compliant brand presence—at scale.
Safe & Secure
Single Platform to Manage Email, Social Media, and More- With Enterprise-Grade Security
At FMG, data security and compliance are top priorities. Our platform is SOC 2 certified, ensuring we meet the highest industry standards for data protection, privacy, and security controls. Built on enterprise-grade cloud infrastructure, FMG safeguards your data with encryption, Single Sign-On (SSO), automated backups, and continuous security monitoring. We also conduct regular third-party security audits and penetration testing to stay ahead of evolving cyber threats. Learn more about our security practices here.
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