FMG Customer Suggestions

Suggestion for an additional calculator for taxation of Social Security benefits. There are calculators available via other sites including the IRS. I help clients with this often and have a spreadsheet built to help. Clients would use this to understand how IRA distributions and/or realizing capital gains might affect the taxation of their SS benefits.

Add date to article pieces for our reference within the content library, so we know when it was created or last updated.

CSV Upload Flexibility: The CSV upload process should accept any standard format without requiring manual reformatting. This would save time and reduce errors during data import. Duplicating Groups: There should be an option to duplicate groups easily for management purposes, without needing to rely on CSV imports or manually recreating them.

Would like any new recent Trump Account details to share with clients. Thanks, Dave 31757994000

Please add more recipes to the library. I have had more comments from emails I sent to clients on recipes I sent out to them than any other subject matter. Also, please add more Women topics. I like to send out topics of importance to women clients and prospects.

When sending out thge weekly market insight, make it where we can just check a box to make it a blog post as well... instead of having to do the entire process twice (email then publish blog). Make it one step, not two.

It would be convenient if I got an email when content is placed in the compliance folder so I’d know to log in and release it.

Rob Watson, as a self-managed compliance dashboard user, would love to be able to export a zip file for all of their compliance history.

There should be an easy way to download all of our email history in FMG

After someone registers for an event, there should be a popup confirming there registration was submitted. Currently, the registration form just goes blank and it seems confusing for users.