FMG Suite Introduces FMG Connect to Unify Advisor Tools, Data, and Workflows

New integration layer lets partners plug into FMG so advisor systems work together, triggering faster follow-up, connected workflows, and measurable, compliant growth

SAN DIEGO, Sept. 9, 2026 /PRNewswire/ -- FMG Suite, the leading marketing and growth platform for financial advisors, insurance professionals, and enterprises, today introduced FMG Connect, an integration and orchestration layer that brings advisor tools, data, and workflows together in one connected system. Work that once required the advisor to act as the middleman can now happen automatically, compliantly, and at scale.

Most advisors already use strong tools. A notetaker captures the meeting. A lead platform scores the prospect. A planning tool holds the client's financial picture. The problem is that these systems rarely talk to each other, leaving the advisor in the middle, moving information from one place to the next by hand. Tools meant to reduce workload instead create friction, slow follow-up, and cap growth.

FMG Connect closes those gaps. A meeting ends and the follow-up is already in motion. A new prospect enters the system and personalized outreach begins automatically. Client context stays current across planning tools, contact records, and communication workflows without anyone copying it over. The next best action surfaces inside the work advisors are already doing. FMG maintains the integration layer so advisors don't have to.

What FMG Connect Does

FMG Connect brings automated, connected intelligence to four parts of an advisor's business:

• Advisor productivity — integration with AI meeting tools and notetakers  triggers follow-up before the client leaves the room
• Prospecting — integration with lead enrichment providers flows data directly into personalized outreach campaigns, so advisors engage faster and convert more efficiently
• Relationship intelligence — integration with financial planning and client data ensures contact records, content, and context sync automatically
• Communication and engagement — outreach that responds to what is actually happening with a client or prospect, at scale, across compliant channels

Built for an Open Ecosystem

FMG Connect brings the FMG platform to third-party tools and data sources through FMG's API library. Support for additional standards like Model Context Protocol (MCP) are slated for a future release as FMG expands how AI-driven systems connect across the advisor ecosystem.

The result is that work, context, and intelligence move between products without custom integration, heavy IT lift, or an advisor serving as the bridge. FMG's intelligence no longer stays locked inside a single tool.

"Advisor technology has been fragmented for too long, and firms need more than point integrations. They need an AI-driven platform that brings tools, workflows, and data together in a way that actually drives growth," said Michelle Feinstein, Chief Product and Strategy Officer at FMG. "FMG Connect creates a stronger foundation for advisor growth, partner innovation, and measurable outcomes by bringing systems and data into the same operating environment."

Launch Partners

FMG Connect launches with an initial group of integration partners: Zocks, Jump, Aidentified, Wealthfeed, Tax Status, Asset-Map, and GReminders. Each has early access and is actively building toward live connections in the platform. FMG plans to expand the partner ecosystem across every product over time through integrations that deliver measurable value to advisors.

FMG Connect also extends work the company has done for years — helping advisors build stronger digital presences, communicate consistently, and grow through compliant marketing. It connects the systems and data behind those workflows so opportunities can be activated, measured, and scaled across channels. AI widens what is possible; FMG Connect makes it operational.

"Advisors don't want more disconnected tools. They want the tools they already use to work together," said Dave Christensen, Chief Executive Officer of FMG. "FMG Connect is how we make that happen. It gives advisors a more connected operating environment, and it gives partners a more effective way to plug into the workflows where advisor growth actually happens."

Availability

FMG Connect is now live, giving partners the ability to build integrated features and experiences across FMG platforms. APIs are available today, with additional capabilities rolling out through the rest of the year.

FMG's launch partners received early access last month and are currently developing their integrations. The first partner-powered features are expected to roll out to shared customers over the coming months.

As new integrations launch, FMG and its partners will share details on available features, how to enable them and the value they provide.

About FMG

FMG is the leading marketing and growth platform for financial advisors, insurance professionals, and enterprises, empowering them to scale compliant, client-centered marketing that drives organic growth. Trusted by more than 80,000 financial professionals reaching over 45 million U.S. investors, FMG is consistently ranked number one in market share and customer satisfaction in the T3 Software Survey Report and has been recognized by WealthManagement.com as Best Marketing Automation Platform. An independent study found that enterprises using FMG achieved Net Promoter Scores nearly four times the industry average, along with improvements in lead conversion, client retention, and time saved on marketing tasks. FMG is defining the future of organic growth for financial services firms. For more information, visit https://fmgsuite.com/.

Media Contact: Donald Cutler, HavenTower, [email protected]

SOURCE FMG Suite