Integrations /Marketing Tools

Get started with Wealthbox + FMG Testimonials

Modern CRM integrated with an automated compliance-driven testimonial platform.

Overview

FMG Testimonials is a compliance software platform that enables advisors to strengthen their reputation and grow their business by generating a steady stream of client testimonials and Google Reviews. With the FMG Testimonials integration, advisors can automate and streamline the collection of reviews by sending white-labeled, pre-approved feedback requests after each client meeting. This integration ensures that testimonials are gathered effortlessly and compliantly, allowing advisors to focus on building trust while maintaining regulatory standards.

Simplify client feedback collection with the Wealthbox integration, allowing advisors to generate testimonials and reviews effortlessly.


“With the Wealthbox integration, advisors can truly automate the feedback process, generating a steady stream of client feedback with just a click of a button.”

Andrew Johnson

Director of Product Management, FMG Suite

Get started with Wealthbox + FMG Testimonials

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