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.
The platform targets four core advisor functions
FMG Connect integrates with AI meeting notetakers for productivity, lead enrichment providers for prospecting, financial planning software for relationship intelligence, and compliant communication channels for client engagement. The company says the goal is to surface the next best action inside workflows advisors already use, rather than requiring them to check multiple systems.
FMG Connect launches with seven named integration partners
Initial partners include Zocks, Jump, Aidentified, Wealthfeed, Tax Status, Asset-Map, and GReminders, each of which received early access last month and is currently building toward live connections. FMG plans to expand the partner ecosystem over time and says the first partner-powered features will roll out to shared customers over the coming months.
APIs are live now, with broader capabilities rolling out through year-end
FMG Connect is built on FMG's existing API library, giving partners the ability to build integrated features without custom point-to-point integration or heavy IT lift. Support for additional standards such as Model Context Protocol is slated for a future release as the company expands connectivity for AI-driven systems.
"Advisors don't want more disconnected tools. They want the tools they already use to work together," said Dave Christensen, CEO of FMG.
Michelle Feinstein, Chief Product and Strategy Officer at FMG, said the platform is intended to bring tools, workflows, and data into a single operating environment rather than relying on isolated point integrations.