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Osaic Institutions Pricing

Flexible pricing to meet all your needs

Most Popular Package

MyCMO

Easy-to-use email and social tools to get your voice out in no time.

Osaic Institutions advisors receive MyCMO access at no cost.*

Sign Up

MyCMO

  • Robust Content Library
  • Osaic Specific Content
  • Financial and Lifestyle Articles
  • Downloadable Materials
  • Email, Social & Greeting Cards
  • Monthly Content Collections
  • One-Click Compliance

*Access to one basic marketing platform is included with your Osaic Institutions relationship. Access to a second marketing account will incur a $25/month charge from Osaic Institutions.

Premium

Stay top of mind with marketing that’s consistent, always on, and tailored to your audience.

Starting at

$188

/month – $199 setup

Get a Demo

Everything in MyCMO, plus:

  • Market Insights
  • Social Foundations
  • Email & Social Sequences
  • 30+ Email Automations ranging from market updates, newsletters, targeted messages, celebrations and more
  • Events
  • Automated Social Posting

Do It For Me

A concierge marketing service where we take care of everything.

Starting at

$627

/month – $499 setup

Get a Demo

Everything in Premium, plus:

  • Dedicated Marketing Team
  • Monthly Marketing Concierge Call
  • Social Media Prompts
  • Exclusive Content by Our Marketing Thought Leaders
  • Quarterly Event Promotion Planning

What our clients are saying about us​

quote-left-new.svg
I believe that great businesses do things differently than ‘good’ businesses. I can confidently state that MyCMO can transform your business into a GREAT ONE! Thank you for putting together the most amazing program.
During the first six months, I had 88 client engagements—22 of which were with clients I had not spoken to in more than four years. This resulted in $40,000 in GDC and added more than a million in advisory business!
MyCMO is my own chief marketing officer. It does the heavy lifting and allows me to do what I love, meet with clients. It is a set-it, forget-it, and it makes you look on top of your game in email, social media, and cards. You appear genuine, on target, timely, and thoughtful.
If you were to design in your dreams a more perfect platform for email marketing, social media posting and website design it wouldn’t be possible. It facilitates everything and provides a direct pipeline to compliance. MyCMO is one beautiful platform!
quote-right-new.svg
Let's Do This!

Find out which package is right for you

Show me!

Compare plans

Marketing SuiteMyCMOPremiumDIFM
Custom Email BuilderBeautiful templates and timely content to enhance communications. Learn more
Custom Social Media BuilderThe ability to create, share and send your own social post via our dashboard. Learn more
PresentationsEffectively organize an event by utilizing presentation kits with promotional materials, informative handouts, and clear presentation slides and scripts to engage your audience.
EventsOmni-channel event promotion made easy. Learn more
Greeting CardsPersonal notes and cards have never been easier. Learn more$3.25 / card$3.25 / card$3.25 / card
CuratorThe ability to use a AI Driven tool to further engage likes using content related to breaking news, market updates, evergreen content and so much more! Learn more
Marketing AutomationsNo any description
CelebrationsAutomated e-Holiday cards covering select major holidays as well as e-birthday cards to let your clients know you are thinking of them on their special day! Learn more
Market InsightsAutomated Monthly Market Insights Email with a captivating video highlighting the previous month and market trends as well as an optional weekly economic update that you can edit. Learn more$25 / month
Financial Know-HowAn automated monthly financial-related email and a bi-monthly automated retirement focused email. Learn more
Life Stages Campaigns Deliver age-appropriate financial content through targeted campaigns, ensuring relevance at each life stage. (Email)
Social FoundationsAutomated social posts for Facebook and LinkedIn covering a variety of lifestyle, evergreen and financial-related material. Learn more
ReferralsAutomated quarterly email campaign asking clients if they have changes in their financial situation or know of someone that could benefit from a discussion.
Content CalendarMonthly calendar of exclusive and recommended email and social content for delivery on specific dates within the month.
Dedicated TeamA dedicated marketing specialist to execute the email, social and blog content.
Exclusive Do It For Me ContentExclusive content and images every month are developed by our thought leaders, who stay on top of marketing best practices and trending topics
HNW-level and authentically content written by our executivesNo any description
3 SEO Optimized blogs/monthNo any description
Monthly Podcast script by ProudMouthNo any description
YCharts Social PostsNo any description
Quarterly event ideas and promotion supportNo any description
Monthly review of resultsNo any description
Monthly marketing tipsNo any description

Most Popular Package

Do It For Me

COMING SOON – We handle everything, from custom blog writing to site performance.
Starting at

$695

/month – $2,999 setup
Get a Demo
Everything in Premium, plus:
  • Dedicated Team
  • Keyword Strategy
  • Custom SEO Content
  • Link Building
  • Monthly Review

Premium

A modern website paired with smart tools to help you attract, engage, and grow.

Starting at

$142

/month – $2,995 setup

Get a Demo
Everything in Essential, plus:
  • Blog Studio
  • Lead Generation Tools
  • Forms & Popups
  • Social Media
  • Local Listings

Essential

Choose from professionally built goal-driven themes, then personalize with your brand.

Starting at

$75

/month – $795 setup

Get a Demo
  • Modern Designs
  • Visual Editor
  • Essential Content
  • SEO Tools
  • One-Click Compliance

What our clients are saying about us​

quote-left-new.svg
I believe that great businesses do things differently than ‘good’ businesses. I can confidently state that MyCMO can transform your business into a GREAT ONE! Thank you for putting together the most amazing program.
During the first six months, I had 88 client engagements—22 of which were with clients I had not spoken to in more than four years. This resulted in $40,000 in GDC and added more than a million in advisory business!
MyCMO is my own chief marketing officer. It does the heavy lifting and allows me to do what I love, meet with clients. It is a set-it, forget-it, and it makes you look on top of your game in email, social media, and cards. You appear genuine, on target, timely, and thoughtful.
If you were to design in your dreams a more perfect platform for email marketing, social media posting and website design it wouldn’t be possible. It facilitates everything and provides a direct pipeline to compliance. MyCMO is one beautiful platform!
quote-right-new.svg
Let's Do This!

What our clients are saying about us​

quote-left-new.svg
I believe that great businesses do things differently than ‘good’ businesses. I can confidently state that MyCMO can transform your business into a GREAT ONE! Thank you for putting together the most amazing program.
During the first six months, I had 88 client engagements—22 of which were with clients I had not spoken to in more than four years. This resulted in $40,000 in GDC and added more than a million in advisory business!
MyCMO is my own chief marketing officer. It does the heavy lifting and allows me to do what I love, meet with clients. It is a set-it, forget-it, and it makes you look on top of your game in email, social media, and cards. You appear genuine, on target, timely, and thoughtful.
If you were to design in your dreams a more perfect platform for email marketing, social media posting and website design it wouldn’t be possible. It facilitates everything and provides a direct pipeline to compliance. MyCMO is one beautiful platform!
quote-right-new.svg
Let's Do This!

Find out which package is right for you

Show me!

Compare plans

Website Suite ProductsPremiumEssential
WebsiteLibrary of pre-built sections, real-time previews, and compliance integrations enable you to create and customize your websites effortlessly. Learn more
One-Click ComplianceAutomatically submit content for review and approval as part of a streamlined workflow. Learn more
Insights & AnalyticsView, analyze, and measure your impact to find out what’s working — anytime, anywhere.
Blog StudioPromote your blog across all channels with ease. Learn more
Lead StudioEngaging landing pages and lead magnets to get prospects to take action. Learn more
ListingsEasily claim and edit your listings on Google, Facebook, Bing and more to help with SEO rankings.
Add-On Accessibility LockOur automated, AI-powered web accessibility tool helps you deliver a superior website experience to every visitor, including differently-abled individuals. Learn more$50 / month$50 / month

Most Popular Package

Do It For Me + Premium Website

If marketing feels like a lot of work,
let us help. 

Starting at

$769

/month – $3,494 setup

Get a Demo
Do It For Me Marketing + Premium Website
  • Dedicated Marketing Team
  • Monthly Marketing Strategy
  • Website, Blog Studio, Lead Gen
  • Exclusive Do It For Me Content by our thought leaders
  • Monthly Review Calls

Marketing Suite Business

Built for institution investment programs with 5+ advisors and a marketing team

Starting at

$839

/month – $1,500 setup

Learn More

Marketing Suite Business

  • 5 Premium Advisor Licenses included
  • Centralized Content Control
  • Advisor Impersonation Tools
  • Multi-Channel Campaign Management
  • Built-In Compliance Workflows

MyCMO

Combine a classy website with the tools to get your message out.

Starting at

$178

/month – $25 setup

Get a Demo
Essential Marketing + Essential Website
  • Modern Website
  • Email, Social, Cards
  • FMG Mobile
  • Curator
  • One-Click Compliance
  • Content Library

What our clients are saying about us​

quote-left-new.svg
"I believe that great businesses do things differently than ‘good’ businesses. I can confidently state that MyCMO can transform your business into a GREAT ONE! Thank you for putting together the most amazing program."
During the first six months, I had 88 client engagements—22 of which were with clients I had not spoken to in more than four years. This resulted in $40,000 in GDC and added more than a million in advisory business!
MyCMO is my own chief marketing officer. It does the heavy lifting and allows me to do what I love, meet with clients. It is a set-it, forget-it, and it makes you look on top of your game in email, social media, and cards. You appear genuine, on target, timely, and thoughtful.
If you were to design in your dreams a more perfect platform for email marketing, social media posting and website design it wouldn’t be possible. It facilitates everything and provides a direct pipeline to compliance. MyCMO is one beautiful platform!
quote-right-new.svg

Find out which package is right for you

Show me!

Content Tools Built for Marketing Teams

Tools for the marketing team to create, distribute, and send content on behalf of advisors.

Publisher FeaturesMarking Suite Business
Includes 5 Premium Advisor Marketing SubscriptionsAdvisor Licenses: Additional advisor accounts available or $99/ea
Advisor ImpersonationNo any description
Customize Content Library CollectionNo any description
Types of Content to Publish No any description
Web ContentNo any description
EmailNo any description
Email SequencesNo any description
Social PostsNo any description
Social SequencesNo any description
SecurityNo any description
Security BundleNo any description
Soc II ReportNo any description

Premium Marketing Tools for Advisors

Top-tier tools designed to help advisors reach clients and prospects with ease and professionalism.

Marketing SuitePremium
Custom Email BuilderBeautiful templates and timely content to enhance communications. Learn more
Custom Social Media BuilderThe ability to create, share and send your own social post via our dashboard. Learn more
PresentationsEffectively organize an event by utilizing presentation kits with promotional materials, informative handouts, and clear presentation slides and scripts to engage your audience.
EventsOmni-channel event promotion made easy. Learn more
Greeting CardsPersonal notes and cards have never been easier. Learn more$2.75 / card
CuratorThe ability to use a AI Driven tool to further engage likes using content related to breaking news, market updates, evergreen content and so much more! Learn more
AutomationsNo any description
Mobile AppAccess to compliance-ready, personalized, and AI-driven content to share content across email and social media with a click of a button. Learn more
CelebrationsAutomated e-Holiday cards covering select major holidays as well as e-birthday cards to let your clients know you are thinking of them on their special day! Learn more
Financial Know-HowAn automated monthly financial-related email and a bi-monthly automated retirement focused email. Learn more
Life Stages Campaigns Deliver age-appropriate financial content through targeted campaigns, ensuring relevance at each life stage. (Email)
Social FoundationsAutomated social posts for Facebook and LinkedIn covering a variety of lifestyle, evergreen and financial-related material. Learn more
ReferralsAutomated quarterly email campaign asking clients if they have changes in their financial situation or know of someone that could benefit from a discussion.
Market InsightsAutomated Monthly Market Insights Email with a captivating video highlighting the previous month and market trends as well as an optional weekly economic update that you can edit. Learn more
Digital-Marketing-Tools-2025
Lead-Capture-for-Digital-Marketing-Tools-2025
Social-Media-Text-Archiving-Tools-2025
FMG-Awards_best-overall-fintech-mobile-app
FMG-Awards_best-social-media-distribution-software
FMG-Awards_women-friendly-workplace
FMG-Awards_dei-focused-workplace
FMG-Awards_technology-providers-marketing-automation
FMG-Awards_social-media-leadership-2022-2023
FMG-Awards_#1-customer-satisfaction
FMG-Awards_thought-leadership-and-education

FMG Enterprise

Advisors are increasingly asking for marketing help. Our enterprise solution integrates with your technology, enables you to build your own content library, provides a value-add coaching opportunity and creates a compelling differentiator for your firm.
Contact Sales
Learn More

Popular Integrations

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