FMG Suite Adds New AI-Powered Content and Announces Record Business Growth

FMG Suite, LLC, a private San Diego-based company delivering a leading cloud-based marketing automation platform for financial service professionals, today announced the addition of Curator™––an artificial intelligence-powered engine––to its content library.

With this addition and other planned product enhancements in 2020, FMG Suite is poised to continue its solid growth trajectory. In the last four years, the company added thousands of financial service professionals as customers, executed Enterprise License Agreements with Advisor Group, Avantax Wealth Management, Cetera Financial Group, and Waddell & Reed Financial, and showed a five-fold increase in revenue.

Starting this month, FMG Suite customers will have access to Curator™, a new feature that employs artificial intelligence (AI) to curate and prescreen for compliance conflicts a stream of unique, personalized articles from thousands of trusted third-party sources such as Forbes, Golf Digest, and Wall Street Journal. In a few easy clicks, advisors can share articles based on their interests via social media or email, with automatic routing through their broker-dealer’s compliance departments for approval.

Over time, Curator™ uses machine learning to fine-tune its content recommendations based on the articles the financial professional chooses to share, audience engagement with those articles, and compliance actions. By sharing content that reflects their unique personal and professional interests, FMG Suite is helping its customers build stronger and more lasting relationships with their clients and prospects.

Boasting one of the industry’s largest, domain-specific content library, FMG Suite continues to add materials from its acquisitions of Platinum Advisor Strategies and MarketingPro, including presentations, whitepapers, ebooks, commentaries, and print content such as quarterly magazines and greeting cards. The FMG Suite team has grown to support this rapid product expansion across its San Diego headquarters and four additional offices throughout the United States.

“FMG Suite empowers advisors to grow their businesses through extraordinary marketing,” said Scott White, FMG Suite CEO. “Our platform seamlessly automates marketing communications that deepen our customers’ relationships with their clients and prospects to directly impact their bottom line. FMG Suite is a must-have marketing solution for the modern financial advisor.”

FMG Suite ranked first in market share in the 2019 and 2020 T3 Software Survey’s Digital Marketing Tools/Services category, and is a proud sponsor of this year’s T3 Advisor Conference chaired by Joel Bruckenstein and happening February 17-20, 2020, in San Diego, CA.


FMG Suite delivers a leading advisor marketing platform backed by an award-winning, FINRA-reviewed and compliance-ready content library. Powering some of the industry’s best websites, multimedia content, and marketing tools for more than 40,000 advisors and insurance agents, FMG Suite helps them deepen relationships with clients, stay connected with prospects, and grow their businesses. FMG Suite solutions are designed to advance how advisors develop their marketing strategies and automate their most effective marketing tactics. FMG Suite is headquartered in San Diego, CA with satellite offices across the United States.

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