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.
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