Customer suggestions

Quarterly e-checklist like what e-relationship offers. Gathers feedback and interest from clients in simple 3-5 question survey that automatically comes back to advisor. Clients love them

For example an assistant sending a birthday email- showing a picture of the whole team v just the rep

There should be an option to send individual contacts emails that can be automated to continue yearly for dates other than a birthday or other holiday. It would greatly assist those that have clients that need an individual, personalized email that must be sent every set period of time.

Why are we printing the signature on the left, instead of in the middle or the right side of the right inside card panel? This looks cheap and I'm sure none of us want to look cheap. If you can set custom text, you move where it is imprinted.

Not per email, but an overall report. It would be great to be able to specify timeframes, as well.

RSVP yes and no for an event. In 2023 I attempted to use the event planning tools for FMG. Because of the confusion, clients RSVP'd both yes and no to the event, which meant they got email reminders even when they weren't coming. This year (2024) I refused to use this again because there has been no changes. Please, please prioritize improvements to event planning, even if it means buying another company that does it well.

When sending out the promotional email sequence for the event we noticed that the dates were incorrect so we stopped the sequence. After stopping it we could not restart it and needed to manually create an email sequence to promote the event. The event promotional options should be able to be reset in the future.

I find it pretty much inexcusably unacceptable that there isn’t some way to “override” the system when a client says, “My email is right, it’s been right for 30 years, it’s right for everyone else who emails me, please correct it in YOUR system” and you essentially snub your nose at them and tell them to create a new email (just for FMG)? How is that "client focused?"

https://www.irs.gov/government-entities/federal-state-local-governments/able-accounts-tax-benefit-for-people-with-disabilities https://www.ablenow.com/learn/basics/

Having the option to add a checkbox to a form where you give your consent to receive SMS