FMG Suite Introduces Advisor Tool Integration Platform

September 09, 2026
FMG Suite introduced FMG Connect, a platform that connects advisor tools, data and workflows through its API library.

FMG Suite introduced in a press release FMG Connect, an integration and orchestration platform for financial advisors. It connects tools, data and workflows through the company's API library.

FMG Connect supports AI meeting tools, note taking, lead enrichment, personalized outreach, financial planning systems and client data platforms. It can automate follow up, synchronize prospect and client information, recommend next actions and support communication across compliant channels.

Launch partners include Zocks, Jump, Aidentified, Wealthfeed, Tax Status, Asset-Map and GReminders. The platform and its partner APIs are live, while the first partner features will reach shared customers in the coming months. FMG Suite plans to add support for Model Context Protocol in a future release.

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