FMG Suite Introduces FMG Connect to Unify Advisor Tools, Data, and Workflows

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FMG Suite. (2026, September 9). FMG Suite introduces FMG Connect to unify advisor tools, data, and workflows. PR Newswire. https://www.prnewswire.com/news-releases/fmg-suite-introduces-fmg-connect-to-unify-advisor-tools-data-and-workflows-302873540.html

FMG Suite introduced FMG Connect, an integration and orchestration layer that brings advisor tools, data, and workflows together in one connected system.
FMG Connect targets four areas: advisor productivity, prospecting, relationship intelligence, and communication and engagement.
The layer integrates with AI meeting tools and notetakers to trigger follow-up, routes lead enrichment data into personalized outreach, and syncs contact records and client context from financial planning tools.
FMG Connect exposes the FMG platform to third-party tools and data sources through FMG's API library, with support for standards including Model Context Protocol slated for a future release.
The launch partners are Zocks, Jump, Aidentified, Wealthfeed, Tax Status, Asset-Map, and GReminders, each with early access and building toward live connections.
APIs are available now, launch partners received early access last month, and the first partner-powered features are expected to reach shared customers over the coming months.
FMG said it serves more than 80,000 financial professionals reaching over 45 million U.S. investors, and cited Michelle Feinstein, Chief Product and Strategy Officer, and Dave Christensen, Chief Executive Officer, on the launch.

Knote: Asset-Map and Tax Status are two interesting integrations in particular. That brings in the full asset picture (including held-away) and the tax picture (including alert opportunities).