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Content (192)
Email Tools (349)
Social Tools (99)
Website Design Process (36)
Website Tools (181)
Lead Generation (23)
Blogs (41)
Contact Management (73)
Compliance Tools (46)
Publisher Tools (15)
Event Tools (63)
Print Tools (11)
Integrations (18)
Automatic Weekly Email Content Addition - Market View Weekly
When will you be establishing the Market View Weekly as an AUTOMATIC weekly email to clients rather than requiring us to 'send' it each week?
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Monthly Market & Economic Video
Where to find them? Not easy. I would think I'd find the monthly market videos in the Video Folder in the Content Library. But they are not . Please HELP!
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Please update your article, How the SECURE Act 2.0 Changed RMDs.
The QCD limit for 2024 was not $100,000, it was $105,000. Now that we are in 2025, please update to reflect 2025 QCD limit which is $108,000. I can't use this article until it's updated.
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You need to edit the article "9 Facts About Social Security"
Please look at the itemized paragraphs. There are double numbers in most places. Looks like someone copied and pasted without checking their work.
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Provide Tools And Content to Support Marketing on Instagram
Request for an Instagram integration. :)
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Posting Videos on Social Media
Please include functionality to be able to upload videos to social media- mirroring the actual options on the social media platform would be ideal!
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Add calendar link for appointment scheduling to email signatures
My clients always enjoy having my Appointment Booking link at the bottom of EVERY email I send. FMG doesn't allow you to customize your email to add calendar links, buttons, or other basic tools that most every other provider offers. Coming from Mailchimp and Snappy Kraken, this is a severe step backwards.
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MFA
How can we get Multi Factor Authentification on entry to site. Many important things with our clients an our link to Redtail.
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Add identifying subscriber info to notification emails
As an admin supporting multiple users it would be helpful to see subscriber info on Daily Digest to determine who it applies to
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Email Content /Article
The first email I was going to send, “Is Household Spending Poised to Surge” doesn’t give me confidence. The very first picture/insert has two misspellings with the first in the title and the second in the disclaimer. I believe it should be “Wealth HAS increased…, not have increased and the word “represented” in the first sentence of the disclaimer is misspelled. I realize FMG may not have created this but if it cannot be corrected it shouldn’t be used.
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