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.
Jim Cahn, of Wealth Enhancement Group, lifts the lid on his firm's partnership model, his views on RIA M&A, and the widely slept-on reason why advisors are merging into larger organizations.
The fintech firm is cementing its status in the workplace savings space with its latest ESA offering, which employers can integrate into their existing benefits package.
Wealth managers offer unique ideas for couples to grow closer emotionally and financially.
Survey findings suggest increased sense of financial security and more optimistic 2025 outlook, while highlighting employers' role in ensuring retirement readiness.
Falling prices for some securities within the $4 trillion state and local government debt market spotlight how the push to shrink spending is sending shockwaves across the US.
Blue Vault Alts Summit highlights the role of liquidity-focused funds in reshaping advisor strategies
From 'no clients' to reshaping wealth management, Farther blends tech and trust to deliver family-office experience at scale.