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San Diego – September 15, 2026 -- FMG Suite has launched FMG Connect, an integration and orchestration layer designed to unify the fragmented technology stacks that financial advisors and insurance professionals rely on for prospecting, planning, and client communication.

FMG Connect automates handoffs between previously disconnected advisor tools

Advisors typically juggle separate systems for meeting notes, lead scoring, and financial planning that do not communicate with one another, forcing advisors to manually transfer data between platforms. FMG Connect closes that gap by triggering automated follow-up the moment a meeting ends, launching personalized outreach as soon as a new prospect enters the system, and syncing client context across planning tools and contact records without manual entry.