FMeX

Product Type:

Marketing Automation | Document Management Tool 

FMeX offers the world’s largest content library built exclusively for the financial planning industry on robust sales-enablement technology. With content from industry experts like Morningstar, Kiplinger, AdviceIQ and Audible. FMeX brings financial planners thousands upon thousands of pieces of unique content that is timely, relevant and can be personalized. FMeX publishes new content every day, offers 12 different newsletters and enables financial planners to quickly send branded content from their phone, desktop or tablet to where clients are – LinkedIn, Facebook, Twitter, and supporting their personal brand via email, websites, blogs and daily newsletters.

INTEGRATION:

Fully integrated with the industries major CRMs: Redtail CRM, Wealthbox, Ebix SmartOffice and SalesForce.

PRICING:

$395 / User / Annual Subscription

FREE TRIAL AVAILABLE?:

Yes

CREATED BY:

Financial Media Exchange

COMPANY ABOUT US:

FMeX sales enablement platform provides an affordable and branded resource with easy-to-navigate content (including articles, newsletters, editorials, and videos). Arranged by logical age groups, with relevant lifestyle information, making our application the “one stop shop” that you need to meet multiple client needs, expectations and delivery preferences.

CONTACT:

Phone: (781) 740-1639

E-mail: [email protected]