Wirehouses
Drive Growth. Strengthen Your Brand. Ensure Compliance.
FMG’s all-in-one marketing and compliant texting platform helps wirehouses streamline advisor marketing, maintain strict regulatory compliance, and reinforce firm-wide brand standards—ensuring a consistent and compliant client experience for thousands of advisors.
Deliver a Scalable, Firm-Controlled Marketing Solution—Built for Enterprise Growth
Wirehouses need a marketing platform that aligns with corporate brand standards, integrates seamlessly with internal systems, and maintains full compliance oversight across multiple layers of review. FMG provides a centralized, scalable marketing solution that enhances advisor productivity while ensuring strict adherence to firm-wide marketing and compliance policies—eliminating risk and reinforcing brand integrity.
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 provides wirehouses with a firm-approved, white-labeled marketing platform that ensures advisors use only compliant, brand-aligned materials. From email and social media to websites, event promotions, and print materials, FMG enables institutions to streamline advisor outreach while maintaining corporate marketing consistency. Built-in automation and a pre-approved content library drive efficiency, improve advisor adoption, and ensure regulatory control at scale.
Content Solutions
Centralized Content Control for Wirehouse Marketing Teams
Wirehouses require tight control over marketing content to ensure consistency and compliance across thousands of advisors. FMG enables firms to manage content centrally, offering a FINRA-reviewed library while allowing corporate marketing teams to create, edit, and distribute custom firm-approved materials across all advisors. With built-in approval workflows, firms can ensure messaging accuracy, regulatory adherence, and a uniform brand experience across all advisor-client interactions.
Save Time
Free Up Valuable Compliance Resources
Wirehouses operate under multiple layers of internal and external compliance oversight, including FINRA/SEC regulations and corporate legal/risk management teams. FMG minimizes compliance delays by offering pre-approved, firm-controlled content, allowing advisors to deploy marketing materials without waiting for unnecessary approvals. Smart workflows automatically flag potential compliance risks before submission, ensuring faster approvals and reduced compliance workload for home office teams.
Compliant Texting
Protect Client Communications with Enterprise-Approved Solutions
Texting is a vital communication tool, but wirehouse advisors must adhere to strict compliance policies. FMG’s MyRepChat (MRC) provides a fully compliant, firm-controlled texting solution that archives and supervises all messages in accordance with SEC Rule 17a-4. Built-in oversight ensures risk mitigation while allowing advisors to engage with clients through modern, compliant communication channels.
Seamless Integrations
Connecting Advisors’ Favorite Tools with Ease
FMG integrates with the industry’s leading CRMs, including Redtail, Salesforce, and Wealthbox, ensuring seamless data synchronization across advisor networks. Social media integrations with LinkedIn, Instagram and Facebook provide firms with brand-approved content distribution, while built-in Canva and Unsplash integrations allow advisors to create firm-compliant, professional visuals without leaving the platform. Maintain a strong, controlled, and compliant brand presence at scale.
We're proud to partner with the industry's leading wealth management firms
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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
