FMG Suite
Finlocity

FMG Suite

Client Engagement
Marketing & Sales
Compliance Tech
Legal & Compliance

Sapphire Sponsor

ABOUT

FMG is proud to be the only all-in-one marketing technology platform for financial advisors. And we’re honored to have been voted #1 in customer satisfaction three years in a row according to the T3/Inside Information survey. Our mission is to make it easy for you to market authentically and effectively across every channel, from your website to social, email, print and mobile.

For the individual rep, FMG can provide a professional website loaded with content combined with a platform for email and social media complete with a compliance integration. A financial professional can use FMG content, author their own or bring in third party content.

For enterprises, FMG can customize a deployment that may include:
• Customization and Branding
• Multi-User Collaboration
• Advanced Compliance Configuration
• Centralized Content Management and Publishing
• Analytics and Reporting
• Scalability and Custom Development

HANDOUTS

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Cetera Case Study

SPECIALIZE IN

  • Advisor Marketing Solutions

CONTACT INFORMATION

FMG Suite

12395 World Trade Dr, #200, 

San Diego, CA, 92128


(858) 251-2432

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