Large RIAs
Unify Your Brand. Empower Your Advisors. Accelerate Growth.
FMG’s enterprise marketing and texting platform gives large RIAs the tools to drive organic growth—combining firm-wide brand consistency with local advisor personalization, all within built-in compliance guardrails.
Scale Local Advisor Marketing to Deliver Organic Growth
As a large RIA, your growth depends on integrating newly acquired firms quickly—while still empowering advisors to market locally. Every firm you bring in has its own brand voice, community relationships, and client communications style. Corporate newsletters and thought leadership reinforce the master brand, but you also know real organic growth happens when advisors engage personally in their communities.
FMG is a single platform that standardizes your brand, guides local execution, and removes the marketing bottlenecks that slow scale.
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—Without Losing the Local Touch
Large RIAs know growth depends on two things: a strong master brand and advisors who stay visible in their communities. FMG gives you both. Our enterprise-grade, white-labeled marketing platform streamlines advisor outreach while preserving the personal voice and local presence that drive organic growth.
From email and social media to event promotion, print materials, and AI-powered content, FMG helps you deliver brand-safe campaigns that advisors can easily customize for their markets. Built-in automation, a centralized content library, and compliance workflows ensure efficiency, adoption, and consistency—at scale.
Content Solutions
Customize and Control Your Content Strategy
You need a consistent brand voice across the enterprise—but your advisors also need the flexibility to market authentically in their local communities. FMG makes both possible.
Our platform gives corporate teams full control over branding and disclosures while providing advisors access to a customizable library of emails, social posts, event kits, and more. Built-in compliance workflows keep everything on-brand and risk-managed, so advisors can personalize confidently and firms can scale their story without compromise.
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.
Enterprise Controls
AI You Can Trust—and Configure
FMG’s AI tools are built with enterprise oversight in mind. From opt-in features to compliance-friendly defaults, our AI is designed to support firm-level governance without sacrificing advisor efficiency. Every tool is guided by regulatory alignment, transparency, and the ability for home offices to manage access, review workflows, and rollout timing on their terms.
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
Make 2026 Your Best Year Yet: A Webinar with Juan Bendaña
Unveiling of the 2026 Marketing Guide: Your Shortcut to Winning More Clients & Saving Time
Your Guide to Client Testimonials: How to Show Up When Prospects Search for You
Discover how we can solve the challenge of scalably supporting your advisors’ marketing efforts
