Large RIAs
Drive Growth. Strengthen Your Brand. Ensure Compliance.
FMG’s all-in-one marketing and compliant texting platform empowers large RIAs to enhance advisor efficiency, maintain regulatory compliance, and scale a cohesive brand experience across their firm.
Deliver a Scalable, Compliant Marketing Solution—Built for RIAs Growth.
Large RIAs require a marketing platform that aligns with their fiduciary responsibility while enabling advisors to engage clients effectively. FMG provides a centralized, flexible marketing solution that ensures brand consistency, strengthens advisor adoption, and streamlines compliance. With intuitive, compliance-ready tools, firms can drive organic growth and maintain regulatory oversight—empowering advisors to build deeper client relationships.
You empower them.
We empower you
“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.”
Industry Leading Marketing Tools
Scale Advisor Marketing with Enterprise-Grade Solutions
FMG equips large RIAs with a scalable, white-labeled marketing suite designed to streamline advisor outreach while reinforcing firm-wide brand integrity. From email and social media to event promotion, print materials, and AI-driven content, FMG makes it easy to deliver a consistent, professional marketing experience across every advisor in your firm. Built-in automation and a customizable content library ensure efficiency, adoption, and compliance at scale.
Content Solutions
Customize and Control Your Content Strategy
Large RIAs must maintain a consistent brand voice while allowing advisors to personalize their marketing. FMG enables firm-wide content control, offering a library of emails, social posts and more while also allowing firms to create, edit, and distribute customized marketing materials across advisors. With built-in compliance workflows, firms can maintain brand integrity, differentiate their value proposition, and enhance advisor engagement without added compliance risks.
Save Time
Free Up Valuable Compliance Resources
Managing compliance across a large RIA can be resource-intensive. FMG significantly reduces the burden with pre-approved content that minimizes compliance review efforts. Advisors can leverage a library of compliant, firm-approved marketing materials, while smart workflows proactively flag potential compliance risks before submission. The result? Faster approvals, reduced compliance workload, and seamless regulatory adherence.
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
Connecting 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.
On-demand webinar replay
5 Reasons You’re Not Getting Any Results on Social Media + How to Fix It
From Conversation to Content Workshop
Communications Workshop
Discover how we can solve the challenge of scalably supporting your advisors’ marketing efforts
