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Everything You Need to Engage Clients and Grow Your Practice

FMeX provides advisors with a full suite of content and engagement tools — all designed to position you as the trusted expert in your clients’ financial lives.

  • Content-as-a-Service

Editorial Expertise - Timely, Relevant, Client-Focused

At FMeX, our Editorial Team works within the 72-hour news cycle to keep you at the forefront of financial conversations. We understand that your clients look to you for timely, insightful guidance. That’s why we deliver content that positions you as the subject-matter expert, ensuring you’re always equipped with the right message at the right time.

While many competitors spend weeks reworking the same asset allocation article, we know your clients need more. Of course, we have those evergreen pieces too – but we also provide a dynamic range of content designed to meet clients where they are: immediate, insightful, and directly relevant.

Weekly Market Insights & Commentaries

Our Editorial Board offers weekly perspectives on breaking financial news, combined with deeper reporting on the issues, trends, and ideas shaping the markets and economy. With our support, you don’t just react to headlines – you lead the conversation.

The Right Content, for the Right Client, at the Right Time

Our mission is simple: empower you with high-quality editorial coverage that builds trust, strengthens relationships, and reinforces your role as a trusted financial professional. With FMeX, you don’t just communicate – you connect.

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Works With the Tools You Already Use

FMeX integrates with the platforms advisors trust — including Salesforce, Redtail, and Wealthbox. Distribute content with ease and keep your workflow connected.

  • Amplify your Brand....

Your Brand, Front and Center

Upload your logo, apply your brand, Upload your Picture or Headshot, and let FMeX do the rest. Every piece of content positions you as the expert, not the platform.

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  • Advisor Engagement Support

Stay Consistent Without the Stress

FMeX makes it easy to keep in touch with clients. With automated delivery and customizable communications, you can focus on advising – while we handle the content.

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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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