Drive Growth. Strengthen Your Brand. Ensure Compliance.
Through our partnership with FMG, Osaic Institutions offers a centralized platform tailored for Institution Investment Programs to enhance their financial advisor outreach, maintain regulatory compliance, and ensure brand consistency.
Deliver a Scalable Marketing Solution—Built for Institutional Growth
Marketing Suite Business is built for investment programs with 5 or more financial advisors and a dedicated marketing team—ideal for institution investment programs looking to centralize marketing efforts, control their content strategy, and streamline advisor support.
- Accelerate advisor growth with tools to attract and retain clients
- Centrally manage content, branding, and advisor-level personalization
- Automate reviews and lighten compliance workloads
- Run email, social, and events—all from one secure platform
Industry-Leading Marketing Tools
Scalable Marketing Solutions for Institutional Growth
FMG equips institution investment programs with a secure marketing platform designed to streamline advisor outreach while ensuring compliance across multiple layers of internal review. From email and social media to event promotions, print materials, and AI-driven content, FMG enables institution investment programs to deliver a consistent, brand-aligned marketing experience across all advisors. Built-in automation and a customizable content library ensure efficiency, adoption, and regulatory control.
Content Solutions
Efficient Content Management with Built-In Compliance
Managing marketing compliance can be time-consuming. With FMG’s Publisher tool, investment programs can streamline content oversight while empowering advisors with access to FINRA-reviewed, pre-approved materials. Publisher allows marketing teams to create and distribute custom content, control messaging, and ensure alignment with brand and compliance standards—without the back-and-forth.
Seamless Integrations
Connecting Advisors’ Favorite Tools with Ease
FMG integrates with industry’s leading CRMs including Redtail & Wealthbox. Integration with Infinet’s CRM is coming soon. Social media integrations with LinkedIn, Instagram and Facebook allow advisors to maintain a controlled, brand-approved online presence, while built-in Canva and Unsplash integrations enable them to create professional, compliant visuals without leaving the platform. Maintain a strong, compliant brand presence—at scale.
Safe & Secure
Single Platform to Manage Email, Social Media, and More- With Enterprise-Grade Security
At FMG, data security and compliance are top priorities. Our platform is SOC 2 certified, ensuring we meet the highest industry standards for data protection, privacy, and security controls. Built on enterprise-grade cloud infrastructure, FMG safeguards your data with encryption, Single Sign-On (SSO), automated backups, and continuous security monitoring. We also conduct regular third-party security audits and penetration testing to stay ahead of evolving cyber threats. Learn more about our security practices here.
Ready to See What’s Possible for Your Institution?
Connect with our dedicated team to explore marketing and content management solutions tailored to your institution investment program.
Get a personalized demo or learn how FMG can support your growth goals.
