What's new at FMG

New interactive planning calculators

We rebuilt every calculator to feature real-time sliders, downloadable results clients can take home, and a mobile-first design. All are FINRA-approved. Any manually linked calculators already on your website switched over automatically. If your home office requires compliance approval for new Web Content, they may need to approve the calculators before they are visible on your website.

Put your review requests on autopilot

A new Testimonial Automation is now available in your FMG Automations. Connect your FMG Testimonials account once and it handles the rest — sending review requests on a rolling, year-round basis. Add the widget to your FMG website and new reviews appear automatically as they come in. Broker-dealer approvals are in progress — check with your home office to confirm yours has been approved. (Requires an active FMG Testimonials subscription.)

Smarter event RSVPs

Your event invitees can now officially decline invitations sent through FMG's Event Builder, and your dashboard updates automatically. No more follow-up reminders going to people who already said no. Anyone who RSVPs is instantly added to your contact list, along with access to a one-click "Add to Calendar" link.

Promote the same event to multiple audiences

Reuse the “Promote Event” flow as many times as you need — tailoring the message for different audiences without rebuilding anything.

You'll know the moment a social connection drops

No more discovering a failed post days after the fact. From time to time, social integrations can expire or become invalid due to security settings or account changes on the social network’s side. If that happens, you'll get a daily alert so you can reconnect it before scheduled or automated posting is interrupted.

Remove one person from a scheduled email send

Remove any individual from a scheduled email without touching their contact record or any list they belong to. This update works for standalone emails and email sequences.

Fix a flagged email address yourself — instantly

Re-subscribe a bounced contact's email directly inside the platform. If it checks out, they're back on your email list immediately. No support ticket, no waiting.

AI-powered search in your Content Library

Instead of guessing the exact keyword or title, you'll be able to simply describe what you need and the search experience will surface the most relevant approved content for you. Type something like “article for retirees about market volatility,” and the AI will understand what you mean. Your existing filters will still work exactly as before — it’ll just be easier to find what you need.

What should we build next?

Vote on features or submit an idea in our community.