FMG - Expert Advisor Marketing

FMG Suite

About this app

If you’re an advisor using FMG, you may already share timely, relevant content with your prospects and clients. Nothing establishes your credibility as a finance expert like sending informative market insights or up-to-the-minute commentary about current events.

Has breaking news hit and you want to inform your clients? Need to post new content to your social media platforms while away from your desk? Save time and stay timely by sharing content from anywhere using the FMG app.

1. Pick Your Content
Get notified about timely new emails and social posts addressing current events, breaking news, or holidays.

2. Choose Your Audience and Channel
Pick all your contacts or select groups, or choose which social media platform you’d like to post to.

3. Send and Move On
Share and your post or email will go through compliance approval and be sent to your network before you know it.

Please note: Select FMG packages include access to the mobile app. Please upgrade to Marketing Suite to easily and conveniently share content whenever you want! Ready to upgrade? Learn more: fmgsuite.com/mobile#upgrade

Ratings and reviews

It is very easy to view recent articles and set them up to post for social media. Also the ability to view my upcoming posts and previous posts on the calendar is very handy. Recently I was scrolling and noticed I had a couple days with no social media postings and I was able to find an article, send to compliance, and schedule the post in about 5 minutes. Excellent App

I get a notification when FMG publishes new social posts. This makes it really easy to share with my customers. Emails are nice too, because I can easily select my groups from Retail and hit send, and be covered by compliance.

easy! just learned and did it!

What's new

User experience improvements and bug fixes