Integrations /Marketing Tools

Get started with Wealthbox + FMG

Modern CRM integrated with digital marketing to take your practice to the next level.


FMG is an all-in-one marketing technology platform for financial advisors. The integration with Wealthbox allows users to import, sync, and segment contacts for highly targeted digital marketing campaigns.

“FMG is thrilled to integrate with Wealthbox––a beautiful and modern CRM––to increase the impact of our advisors’ marketing efforts. CRM software is an essential tool in the modern financial advisor’s toolkit and this integration makes it easier than ever for our advisors to deliver remarkable experiences to even more clients.”

Dave Christensen

Chief Product Officer at FMG

Get started with Wealthbox + FMG

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