FMG Suite has launched FMG Connect, a new integration and orchestration layer designed to connect financial advisors’ technology tools, data and workflows so tasks that previously required manual handoffs can be automated across a single operating environment.
FMG Connect is designed around four areas of an advisor’s business: productivity, prospecting, relationship intelligence, and communication and engagement.
For advisor productivity, integrations with AI meeting tools and notetakers can automatically trigger follow-up actions after meetings. Prospecting integrations can move lead enrichment information directly into personalized outreach campaigns, while integrations with financial planning and client data tools can automatically synchronize contact records, content and client context.
The platform is intended to address fragmentation across advisor technology stacks. Rather than requiring advisors to manually transfer information between meeting tools, prospecting platforms, financial planning systems and marketing applications, FMG Connect allows data and actions to move between supported products automatically.
FMG Connect opens FMG’s platform to third-party tools and data sources through the company’s API library. FMG also plans to add support for standards including Model Context Protocol, or MCP, in a future release as it expands connectivity for AI-powered advisor applications.
Initial integration partners include Zocks, Jump, Aidentified, WealthFeed, Tax Status, Asset-Map and GReminders. Each received early access and is developing connections for the platform, with the first partner-powered capabilities expected to reach shared customers over the coming months.
FMG Connect is already live for partners, with APIs available today and additional capabilities expected throughout the remainder of 2026.
FMG’s broader marketing and growth platform is used by more than 80,000 financial professionals reaching over 45 million U.S. investors.
KEY QUOTES:
“Advisor technology has been fragmented for too long, and firms need more than point integrations. They need an AI-driven platform that brings tools, workflows, and data together in a way that actually drives growth. FMG Connect creates a stronger foundation for advisor growth, partner innovation, and measurable outcomes by bringing systems and data into the same operating environment.”
Michelle Feinstein, Chief Product and Strategy Officer at FMG
“Advisors don’t want more disconnected tools. They want the tools they already use to work together. FMG Connect is how we make that happen. It gives advisors a more connected operating environment, and it gives partners a more effective way to plug into the workflows where advisor growth actually happens.”
Dave Christensen, Chief Executive Officer of FMG
