Advisor360° Rolls Out Full Integration with FMG to Make Marketing More Efficient for Wealth Managers
June 27 2024 - 9:15AM
Business Wire
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’s 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 digital onboarding,
portfolio and performance reporting, financial planning, insurance,
proposal generation, trading and model management, 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.
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version on businesswire.com: https://www.businesswire.com/news/home/20240627816527/en/
Cynthia Stephens Advisor360° (781) 619-8431
cstephens@advisor360.com