San Diego-based FMG Suite, a marketing and growth platform for financial advisors, insurance professionals and enterprises, launched FMG Connect, an integration layer that moves data and workflows between FMG and third-party advisor tools.
The company said FMG Connect triggers follow-up when a meeting ends, starts outreach when a prospect enters the system and syncs client context across planning tools and contact records. It covers four areas of an advisor’s business, according to a company release, spanning productivity, prospecting, relationship intelligence and client communication.
FMG Connect launches with seven integration partners: Aidentified, Asset-Map, GReminders, Jump, Tax Status, WealthFeed and Zocks. Each received early access last month. FMG Connect links to third-party tools and data sources through FMG’s API library, with support for standards such as Model Context Protocol slated for a future release.
Michelle Feinstein, Chief Product and Strategy Officer at FMG, said firms need more than point integrations and that the product brings “systems and data into the same operating environment.”
“Advisors don’t want more disconnected tools. They want the tools they already use to work together,” said Dave Christensen, CEO of FMG.
The APIs are available now, with additional capabilities scheduled through the rest of the year. FMG expects the first partner-powered features to reach shared customers in the coming months.
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