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We Put Advisors At The Center of Every Conversation

FMeX was built with one simple belief: financial advisors are the product. Our mission is to amplify your expertise through content, technology, and support so you can focus on what you do best — serving clients.

The Three Tiers of FMeX Content

FMeX provides access to an organized, searchable, and customizable content library, curated as follows:

  • Structured Content – searchable database of more than 6,000 licensed articles written specifically for the financial services industry, by financial professionals. Structured content is organized in 15 categories, including Retirement Planning, Estate Planning, Educational Planning, Tax Planning, Insurance, Investing and more.
  • Unstructured Content – searchable database of content items produced specifically by and for financial services firms. FMeX’s curation software (UpContent) enables our editorial staff to find, aggregate and curate the most relevant and highest-quality content available across the internet.
  • Applied Content – practical, actionable tools designed to help advisors apply financial planning concepts in real client scenarios. Featuring fpPathfinder’s checklists and flowcharts, Applied Content enhances consistency, confidence, and clarity across every stage of the planning process.
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  • Our Story

The FMeX Story

As an independent financial professional, you know that standing out in today’s crowded marketplace requires more than just investment expertise. Your clients expect personalized communication, timely insights, and seamless digital experiences—all while you maintain the highest standards of regulatory compliance.

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  • Editorial Team

Content Created by Financial Professionals

Our editorial team consists of seasoned financial professionals producing 50+ unique, relevant pieces every month. Every article, newsletter, and commentary is designed to strengthen your client relationships.

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  • Testimonials

Trusted by Advisors Nationwide

FMeX filled a critical gap for our 30+ advisors with its intuitive platform, rich content library, and seamless branding. It’s really three tools in one—email, social feeds, and a financial resource library—making it our go-to portal every day. The support team is responsive, and the value for the cost is outstanding.

James Simos, CFP®
Managing Principal, Infinity Financial Services

FMeX has been invaluable in helping me consistently deliver professional, compliance-approved content for my blog and social media. It saves me countless hours, improves SEO, and builds trust with clients and prospects. I couldn’t be happier with the product.

John Engler, CFP®, ChFC, AIF®, CRPS®
Engler, Garrow & Roth, Ltd.

As a small advisory firm, creating fresh content was overwhelming until we discovered FMeX. Now, it’s our first stop for relevant, timely articles and posts. Their team listens, improves continuously, and makes content marketing simple and effective.

Doug McDaniel, CPA, CFP®
McDaniel & Register, Inc.

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Preview FMeX for yourself and find out just how revolutionary the platform is. Fill out and submit this request form and one of our associates will be in touch with the next steps. If you have a preview code from one of our tradeshows/conferences, please enter it below and your trial account will be processed automatically.

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