FMG Suite

Added Jun 17, 2026

Added Jun 17, 2026

Connect FMG Suite to Milemarker

FMG Suite handles email marketing, social media management, event management and website modernization for financial professionals and wealth-management firms. Milemarker connects to it and brings contacts, email campaigns, engagement data and website activity into a data environment your firm owns and governs — not a copy that lives inside someone else's platform.

Overview.

FMG Suite handles email marketing, social media management, event management and website modernization for financial professionals and wealth-management firms. Like every system in your stack it holds a slice of the firm — client testimonials, marketing guides and compliance management — under its own export limits, retention rules and terms governing what you may do with your own information. Milemarker starts with that question rather than with a pipeline. We help you establish what your FMG Suite agreement permits you to extract, store and reuse, then land contacts, email campaigns, engagement data and website activity over a secure API connection into a Snowflake environment your firm owns and administers, normalized into a model that stays stable even when the systems around it change. From there FMG Suite data is no longer a silo. It joins your custodial feeds, portfolio accounting, billing and planning data under one set of rules — row-level entitlements, PII masking and SOC 2 Type II controls you set, rather than the scope any one vendor happens to offer.

How it works.

We start by reviewing what FMG Suite holds for your firm and what your agreements permit you to export, retain and reuse. Data then moves over a secure API connection — contacts, email campaigns, engagement data and website activity — and is normalized into a model your firm owns inside its own Snowflake environment. Access is governed there: row-level entitlements, PII masking and audit trails applied per user and per field. From that point FMG Suite data can be combined with any other source you hold the rights to use.

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Ready to Connect Your Stack?

30-minute consultation on your data strategy and requirements.

Watch a walkthrough of the platform in action.

Ready to Connect Your Stack?

30-minute consultation on your data strategy and requirements.

Watch a walkthrough of the platform in action.

Ready to Connect Your Stack?

30-minute consultation on your data strategy and requirements.

Watch a walkthrough of the platform in action.