Give your advisors a powerful marketing solution

Advisors are increasingly asking for marketing help. Our enterprise solution lets you private label our platform, add your proprietary content, build coaching programs that include the “how to execute,” and create a powerful, differentiated value proposition for your firm.

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A proven platform for broker-dealers and wealth management firms

FMG has more enterprise experience than any other SaaS marketing firm in the industry. We understand your goals and have the people and technology to help you execute your vision with minimal business or financial risk.

Content solutions

Publish and manage your firm's content in seconds

Make it easy for your advisors to use the content you create — from market commentaries, new client onboarding campaigns, and timely emails to seminar kits, downloadables, and ebooks. With the click of a mouse, your content is in the hands of their clients.

Time-savings

Free up valuable compliance resources​

By providing advisors with a pre-approved, compliant content library, your compliance team only reviews when the advisor edits the content. Advisors love that they don’t have to use a separate compliance system, and compliance loves the time savings.

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

We're proud to partner with the industry's leading wealth management firms

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