New integration layer lets companions plug into FMG so advisor techniques work collectively, triggering sooner follow-up, related workflows, and measurable, compliant progress
SAN DIEGO, September 9, 2026 — FMG Suite, the main advertising and marketing and progress platform for monetary advisors, insurance coverage professionals, and enterprises, at this time launched FMG Join, an integration and orchestration layer that brings advisor instruments, knowledge, and workflows collectively in a single related system. Work that after required the advisor to behave because the intermediary can now occur robotically, compliantly, and at scale.
Most advisors already use sturdy instruments. A notetaker captures the assembly. A lead platform scores the prospect. A planning device holds the consumer’s monetary image. The issue is that these techniques hardly ever speak to one another, leaving the advisor within the center, transferring data from one place to the following by hand. Instruments meant to scale back workload as an alternative create friction, gradual follow-up, and cap progress.
FMG Join closes these gaps. A gathering ends and the follow-up is already in movement. A brand new prospect enters the system and personalised outreach begins robotically. Consumer context stays present throughout planning instruments, contact data, and communication workflows with out anybody copying it over. The following greatest motion surfaces contained in the work advisors are already doing. FMG maintains the combination layer so advisors don’t must.
What FMG Join Does
FMG Join brings automated, related intelligence to 4 elements of an advisor’s enterprise:
- Advisor productiveness — integration with AI assembly instruments and notetakers triggers follow-up earlier than the consumer leaves the room
- Prospecting — integration with lead enrichment suppliers flows knowledge instantly into personalised outreach campaigns, so advisors have interaction sooner and convert extra effectively
- Relationship intelligence — integration with monetary planning and consumer knowledge ensures contact data, content material, and context sync robotically
- Communication and engagement — outreach that responds to what’s really occurring with a consumer or prospect, at scale, throughout compliant channels
Constructed for an Open Ecosystem
FMG Join brings the FMG platform to third-party instruments and knowledge sources by means of FMG’s API library. Help for added requirements like Mannequin Context Protocol (MCP) are slated for a future launch as FMG expands how AI-driven techniques join throughout the advisor ecosystem.
The result’s that work, context, and intelligence transfer between merchandise with out customized integration, heavy IT elevate, or an advisor serving because the bridge. FMG’s intelligence not stays locked inside a single device.
“Advisor expertise has been fragmented for too lengthy, and companies want greater than level integrations. They want an AI-driven platform that brings instruments, workflows, and knowledge collectively in a method that truly drives progress,” stated Michelle Feinstein, Chief Product and Technique Officer at FMG. “FMG Join creates a stronger basis for advisor progress, associate innovation, and measurable outcomes by bringing techniques and knowledge into the identical working setting.”
Launch Companions
FMG Join launches with an preliminary group of integration companions: Zocks, Soar, Aidentified, Wealthfeed, Tax Standing, Asset-Map, and GReminders. Every has early entry and is actively constructing towards reside connections within the platform. FMG plans to broaden the associate ecosystem throughout each product over time by means of integrations that ship measurable worth to advisors.
FMG Join additionally extends work the corporate has carried out for years — serving to advisors construct stronger digital presences, talk constantly, and develop by means of compliant advertising and marketing. It connects the techniques and knowledge behind these workflows so alternatives may be activated, measured, and scaled throughout channels. AI widens what is feasible; FMG Join makes it operational.
“Advisors don’t need extra disconnected instruments. They need the instruments they already use to work collectively,” stated Dave Christensen, Chief Govt Officer of FMG. “FMG Join is how we make that occur. It offers advisors a extra related working setting, and it offers companions a simpler strategy to plug into the workflows the place advisor progress really occurs.”
Availability
FMG Join is now reside, giving companions the power to construct built-in options and experiences throughout FMG platforms. APIs can be found at this time, with further capabilities rolling out by means of the remainder of the yr.
FMG’s launch companions acquired early entry final month and are at present growing their integrations. The primary partner-powered options are anticipated to roll out to shared clients over the approaching months.
As new integrations launch, FMG and its companions will share particulars on out there options, easy methods to allow them, and the worth they supply.
FMG clients can discover present integrations at fmgsuite.com/options/integrations.
About FMG Suite
FMG Suite is the main advertising and marketing and progress platform for monetary advisors, insurance coverage professionals, and enterprises, empowering them to scale compliant, client-centered advertising and marketing that drives natural progress. Trusted by greater than 80,000 monetary professionals reaching over 45 million U.S. traders, FMG is constantly ranked primary in market share and buyer satisfaction within the T3 Software program Survey Report and has been acknowledged by WealthManagement.com as Finest Advertising Automation Platform. An impartial research discovered that enterprises utilizing FMG achieved Web Promoter Scores practically 4 occasions the business common, together with enhancements in lead conversion, consumer retention, and time saved on advertising and marketing duties. FMG is defining the way forward for natural progress for monetary companies companies. For extra data, go to fmgsuite.com.
Media Contact
Donald Cutler
HavenTower
dcutler@haventower.com
