Advisor360, a leading software solutions provider for enterprise wealth management firms, is helping advisors take on the marketing challenge through a new partnership.
The firm has announced its full integration with FMG, an all-in-one marketing technology solution. This collaboration aims to address the demand for improved marketing capabilities among advisors, as reflected by forty-three percent of RIAs in recent research conducted by Advisor360.
Through the collaboration, financial advisors utilizing Advisor360's integrated suite can now enhance their marketing efforts through FMG’s premium website package, available on the platform via single-sign-on.
In addition, FMG’s tools have been integrated with Advisor360's workflow engine, document vault for records storage, and entitlements functionality, which will help home offices in managing advisors' marketing activities more efficiently.
"FMG's comprehensive marketing suite transforms how advisors communicate with clients and prospects, offering a single, centralized hub for engagement," Mat Mathews, chief product and engineering officer of Advisor360, said in a statement.
"At the same time, the integration streamlines the compliance workflow, giving firms easier oversight of advisor marketing outreach," he added.
FMG provides compliance and publishing tools that allow wealth management firms to review, accept, or reject changes to advisor websites easily. The tools also offer syndicated content for advisors to share with clients and prospects.
Through the integration with Advisor360, updates to websites and records of content changes are automatically saved in a vault compliant with SEC Rule 17a-4, simplifying compliance processes for both advisors and home offices.
“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,” she said.
Chicago-based Mesirow Fiduciary Solutions adds flexPATH's plan-level outsourced fiduciary book, boosting its retirement market reach to $164 billion.
Also, Raymond James's employee advisor channel adds breakaways from Wells Fargo and Stifel, while UBS welcomes an ex-Morgan Stanley duo in Indiana.
It promised guaranteed principal and 10% monthly returns. The SEC says it invested nothing.
Ten years after entering the fee-based annuity market, MassMutual Ascend says nearly half its lifetime sales came in the past two years alone – but barriers remain among fee-only advisors.
Amplify, WealthReach, Zeplyn and Zocks have unveiled partnerships aimed at automating portfolio management, content creation, account opening, and client communication.
Northern Trust’s Ken Lassner shows advisors how to convert volatility into after-tax portfolio gains
Dan Biagini of American Equity says the steady decline of pensions, longer lifespans and a reset in interest rates are rewriting how advisors build retirement income
