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Advisor360° Rolls Out Full Integration with FMG to Make Marketing More Efficient for Wealth Managers

 

WESTON, Mass. – June 27, 2024 – Forty-three percent of registered investment advisors (RIAs) are asking for better marketing capabilities, according to recent research from Advisor360°. Now, financial advisors using Advisor360°’s integrated suite of solutions can amplify their business-building efforts through a new integration with FMG, the industry’s only all-in-one marketing technology solution.

In addition to including FMG’s premium website package on its platform through single-sign-on (SSO), Advisor360°, a leading provider of software solutions for enterprise wealth management firms, has integrated FMG with its workflow engine, document vault for books and records storage, and entitlements functionality to help the home office better manage advisors’ marketing efforts.

"FMG's comprehensive marketing suite transforms how advisors communicate with clients and prospects, offering a single, centralized hub for engagement," said Mat Mathews, Chief Product and Engineering Officer of Advisor360°. "At the same time, the integration streamlines the compliance workflow, giving firms easier oversight of advisor marketing outreach."

FMG features compliance and publishing tools that enable enterprise wealth management firms to easily review, accept, or reject changes to advisor websites, and provide syndicated content to share with clients and prospects. With the Advisor360° integration, site updates and records of content changes are automatically saved in a SEC Rule 17a-4 compliant vault, streamlining compliance steps for the advisor and the home office.

“Together, Advisor360° and FMG offer an end-to-end client relationship solution that delights clients along their entire financial journey,” said Susan Theder, FMG’s Chief Marketing and Experience Officer. “We make it easy for advisors to market themselves authentically and effectively across every channel so they can build their business and spend more time going deeper on existing client relationships.”

The companies have produced an e-book to illustrate how advisors can use the new integrated functionality to be more productive and engage more effectively with clients and prospects.

 

About Advisor360°

Advisor360° builds, integrates and delivers technology for wealth management firms. The company’s award-winning integrated and open architecture SaaS platform brings a connected digital wealth experience to financial advisors, their clients and the home office so that firms can drive better outcomes and innovate quickly. Advisor360° clients benefit from timesaving capabilities and streamlined workflows when it comes to portfolio and performance reporting, financial planning, insurance, proposal generation, trading and model management, digital onboarding, document management, analytics and compliance. The company’s proprietary Unified Data Fabric® (UDF) is the foundation of its platform, weaving together shared services and pre-built integrations that work with existing technology stacks. The company is headquartered in Weston, Massachusetts, with offices in Bengaluru, India; Belfast, Northern Ireland; and a remote workforce in Canada. Today, three million households with $1 trillion in assets benefit from the connected Advisor360° experience. To learn more, visit www.advisor360.com.

 

About FMG

FMG powers an all-in-one marketing platform that helps financial advisors and insurance agents attract new leads, stay connected with clients, and grow their businesses. Rated first in market share and customer satisfaction three years in a row by the T3 Software Survey Report, FMG helps its customers develop comprehensive marketing strategies and automate their most effective marketing tactics. FMG is headquartered in San Diego, CA, with satellite offices across the United States.

 

Media Contact
Cynthia Stephens
mediainquiry@advisor360.com

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