Financial Professionals and RIAs
FMG is the only all-in-one marketing and texting platform built for financial professionals and RIAs. Attract and retain clients, stay compliant, and scale your business with ease.
Marketing in the financial industry presents unique challenges, from regulatory compliance to client engagement. FMG simplifies your marketing strategy with a powerful suite of tools designed specifically for financial professionals and RIAs. With websites, email marketing, social media automation, event promotions, and more—all in one place—you can focus on what matters most: building relationships and growing your practice.
We started working with FMG’s Do It For Me (DIFM) program in late 2022 and today, because of our partnership with DIFM, the engagement with our content has just about doubled! It seems like weekly we get compliments from clients or prospects about the FMG content the team distributes on our behalf. We’ve saved time, and money, and the results are great! I would highly recommend it.
February 2023
Douglas E. Howes
President of
Sapphire Wealth Management, LLC
Beautiful websites
FMG websites are designed specifically for financial professionals and RIAs, combining sleek, professional design with powerful marketing tools. With pre-approved content and built-in compliance workflows, updating and publishing content is seamless. Our intuitive on-screen editing makes real-time updates effortless, keeping your site fresh and relevant. Plus, with integrated SEO, lead magnets, and blog tools, you can attract more visitors and turn them into clients. More than just a website, FMG helps you build your brand and grow your business.
Effective Marketing Tools
Consistent, multi-channel engagement is key to building lasting client relationships. FMG’s all-in-one platform integrates websites, email, social media, blogs, events, video, and even printed materials to keep your brand active and engaging. With marketing automation, targeted content, and a library of pre-approved materials, you can efficiently connect with the right clients at the right time.
One-Click Compliance
Managing compliance doesn’t have to be time-consuming. FMG’s one-click compliance automates the approval process, instantly submitting emails, social posts, blogs, and website updates for review. Use FINRA-reviewed, pre-approved content or customize your messaging while ensuring it automatically routes through compliance. A real-time dashboard provides full visibility into submissions, approvals, and history—streamlining oversight and reducing manual work.
Compliant Texting
Texting is a key communication tool, but without proper oversight, it can lead to SEC compliance violations. For firms that have approved FMG’s MyRepChat it provides a fully compliant texting solution that archives and supervises every message to meet SEC record-keeping requirements under Rule 17a-4. With built-in workflows, financial professionals and RIAs can securely text clients. Stay compliant while fostering stronger client relationships through seamless, secure communication.
Seamless Integrations
FMG integrates with top CRMs like Redtail, Salesforce, and Wealthbox, keeping your contacts up to date effortlessly. Connect with social media platforms like LinkedIn and Facebook to manage your online presence in one place. Plus, access design resources with Canva and Unsplash integrations—creating professional, on-brand visuals has never been easier. Simplify your workflow, save time, and focus on building client relationships.
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