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  • Free Trial

Try FMeX Free

Access our full content library, test integrations, and experience FMeX without risk. No credit card needed.

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  • Pricing

Choose the Plan That Fits Your Practice

Preview / 14 Day Trial
(1 Seat)

FREE

Core Features
  • Editorial Highlights
  • Market Commentaries
  • Articles - 6,000+ fully licensed articles
  • Newsletters - (complete library) 21 Titles
  • UpContent - Content Aggregation and Social Posting
  • eCards for every occasion
  • MyFiles: Personal Digital Asset Manager
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Advisor
(Single User)

$395

/Year

Core Features +
  • 1 Seat (Plus Assistant)
  • Editorial Highlights
  • Market Commentaries
  • Articles - 6,000+ fully licensed articles
  • Newsletters - (complete library) 21 Titles
  • UpContent - Content Aggregation and Social Posting
  • eCards for every occasion
  • MyFiles: Personal Digital Asset Manager
  • CRM Integrations i.e. Sales Force, Redtail, Wealthbox, SmartOffice
  • User Personalization for Content Delivery
Purchase now

AdvisorPlus
(Multi-seat License)

CaaS Fee

/Monthly

Core Features Enterprise
  • Multi-Seat License
  • Editorial Highlights
  • Market Commentaries
  • Articles - 6,000+ fully licensed articles
  • Newsletters - (complete library) 21 Titles
  • UpContent - Content Aggregation and Social Posting
  • eCards for every occasion
  • MyFiles: Personal Digital Asset Manager
  • CRM Integrations i.e. Sales Force, Redtail, Wealthbox, SmartOffice
  • User Personalization for Content Delivery
  • User Group Management and Content Access
  • Firm Branding - White labeled Application
  • Marketing Asset Management (Digital Asset Management)
  • Compliance Dashboard
  • AI Assist - Compliance Scorecard
  • 3rd Party CMS integration - Box, Dropbox, Google Drive, Sharepoint
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  • Testimonials

Advisors Nationwide Trust FMeX

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.
  • FAQs

Frequently Asked Questions

Do I need a credit card to start the free trial?

No credit card is required to start your free trial. You can explore FMEX risk-free and see how it works for you before making any commitment.

Yes. You’re free to cancel at any time. There are no long-term contracts, hidden fees, or cancellation penalties.

Absolutely. FMEX is designed to integrate seamlessly with the most popular CRMs in the financial services industry. If you have a specific CRM in mind, our team can confirm compatibility and help with setup.

Yes. FMEX offers flexible licensing so your entire firm can access the platform. Whether you’re a solo advisor or part of a large team, we can scale FMEX to fit your organization’s needs.

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