Asset Engine vs. FMG Suite
Better advisor marketing.
No generic templates.
40,000 advisors use FMG Suite. They rate it a 6.5 out of 10. Asset Engine is the platform they were promised but never got.
The Industry Benchmark
Why settle for D-quality?
FMG is the largest marketing provider for advisors but ranks lowest in customer satisfaction, at just 6.5/10. It's time to try a better way.
Digital Marketing
- Snappy Kraken7.4/10
- Hubspot7.1/10
- Mailchimp7.1/10
- AdvisorStream7.0/10
- Active Campaign7.0/10
- Constant Contact6.9/10
- Levitate6.6/10
- FMG Suite6.5/10
Websites
- Snappy Kraken7.6/10
- FMG Suite6.7/10
- Broadridge6.5/10
Integration Score
- Snappy Kraken7.9/10
- AdvisorStream5.2/10
- FMG Suite6.7/10
- Levitate4.6/10
- Hubspot3.8/10
- Mailchimp0/10
Source: Kitces.com 2025 Advisor Tech Study — third-party, independent research comparing advisor satisfaction across major vendors.
Comparison
See the difference.
| Asset Engine | FMG Suite | |
|---|---|---|
| Websites | Custom-designed. Every site is built around your firm's brand, positioning, and ideal client — not a shared template. | Template-based. Choose from a limited set of layouts. Most FMG sites are visually indistinguishable from one another. |
| Content | Original content created for your practice. AI-assisted drafting with human editorial oversight, personalized to your voice and niche. | Pre-written content library shared across 40,000+ advisors. Your clients may be receiving the same newsletter from three advisors in the same ZIP code. |
| Marketing Automation | Full lifecycle automation — email sequences, social scheduling, and client nurture campaigns with no artificial contact caps. | Basic email scheduling and social posting. Limited personalization. Contact limits of 1,000–2,000 depending on tier, with overage fees. |
| Advertising | Native capability. Programmatic display, paid search, and paid social — managed by our team, reported alongside your other marketing in one place. | Not offered. If you want to run digital ads, you need a separate agency, a separate budget, and a separate reporting stack. |
| Compliance | Built-in approval routing for all content. WORM-compliant archiving designed for SEC/FINRA audit requirements. | Pre-approved static content with basic submission tools. |
| Website Customization | Full design control. Your site reflects your practice, not a theme. Changes are handled by our team without nickel-and-diming. | Limited. Users report difficulty making small design changes. Adding customization requires paying additional fees for a "customization partner." |
Pricing — Marketing
| Asset Engine | FMG Suite | |
|---|---|---|
| Core | $99/mo · No setup fee | $99/mo · $199 setup fee |
| Complete | $259/mo · No setup fee | $269/mo · $199 setup fee |
| Managed | $599/mo · $399 setup fee | $895/mo · $495 setup fee |
Pricing — Websites
| Asset Engine | FMG Suite | |
|---|---|---|
| Standard | $79/mo · $799 setup fee | $79/mo · $795 setup fee |
| Premium | $149/mo · $2,199 setup fee | $149/mo · $2,995 setup fee |
Pricing — Advertising
| Asset Engine | FMG Suite | |
|---|---|---|
| Managed Advertising | Starting at $500/mo | Not offered |
Asset Engine pricing is current as of April 2026. FMG Suite pricing is based on publicly available information. Custom websites, original content, and managed advertising included at every tier — not available from FMG at any tier.
Marketing
Your content shouldn't look like everyone else's.
When 40,000 advisors draw from the same content library, your clients notice. The quarterly market update you sent last Tuesday? Three other advisors in your area sent the same one. The blog post on your website? Word-for-word identical to the one on your competitor's FMG site down the street.
Asset Engine builds original content around your practice — your niche, your voice, your ideal client. Every piece sounds like it came from you, not from a factory.
Websites
Your website should look like your firm. Not like everyone else's firm.
FMG has perfected a template system that gets a site live quickly. The tradeoff is that most FMG sites look the same — similar layouts, similar stock imagery, similar copy. If your website could have another advisor's name on it and nothing would feel wrong, your website isn't doing its job.
We build every Asset Engine website from scratch around your brand identity and the specific type of client you want to attract.
No shared templates. No stock photos of lighthouses. And we handle ongoing updates as part of the relationship — no extra fees to swap a headshot or rewrite a section.
Advertising
The capability they don't have.
FMG Suite does not offer advertising. Snappy Kraken doesn't either. If you want to run digital ads to acquire new clients, your current platform can't help you.
Asset Engine includes managed advertising as a native part of the platform — programmatic display, paid search, and paid social, reported alongside your website traffic and email engagement. One platform. One team. One set of numbers.
Pricing Transparency
Better marketing. Lower price tag.
Here's the math. An advisor on FMG's mid-tier marketing ($269/mo + $199 setup) with a premium website ($149/mo + $2,995 setup) pays $8,210 in year one — for templates and canned content, with no advertising.
The same advisor on Asset Engine ($259/mo, no setup) with a premium website ($149/mo, $2,199 setup) pays $7,095 in year one — for custom everything, with managed advertising available starting at $500/mo.
$1,115 less for a better product. And FMG can't run your ads at any price.
Advisor Feedback
You're not the only one thinking about this.
We're not going to cherry-pick reviews. Here's what real advisors are saying on independent review platforms about FMG Suite:
On customization
Advisors consistently report that FMG's designs and templates feel too similar, and that making even small changes is difficult. Some have paid additional fees to work with a "customization partner" just to get their site to look different.
On content
The content library is convenient, but multiple reviewers note that the emails feel like form emails — no personalization, limited ability to customize, and high unsubscribe rates. One reviewer reported that more than half their client list unsubscribed within months.
On lock-in
Several reviewers mention that their broker-dealer has a relationship or requirement with FMG, meaning they didn't choose the platform — they were defaulted into it. If you're on FMG because your BD told you to be, not because you evaluated your options, it's worth knowing what else is out there.
All review themes are drawn from publicly available feedback on G2, Capterra, and Trustpilot.
Switching
Switching is easier than you think.
- 01
Your domain stays yours.
We point your existing domain to your new site. No downtime, no broken links.
- 02
Your contacts come with you.
We handle the data export from your current platform and import into Asset Engine. No manual CSV wrangling.
- 03
Your new site launches fast.
We design, build, and deploy your custom site. You review, approve, and go live.
- 04
Compliance is handled.
All content goes through our built-in approval routing before it touches a client. Your compliance team gets the same visibility they have now — or better.
FAQ
Common questions about switching from FMG Suite.
Can I keep my current domain name?
Yes. Your domain is yours. We'll handle the DNS migration so your URL stays the same and nothing breaks.
Will I lose my email contacts and client lists?
No. We export your contacts from your current platform and import them into Asset Engine as part of onboarding. Nothing gets lost.
How long does it take to switch?
Most advisors are live within days to weeks.
Is Asset Engine compliant with FINRA and SEC requirements?
Yes. All content — emails, social posts, website changes, ad creative — routes through our built-in compliance approval workflow before publication. We also support WORM-compliant archiving for firms that need SEC Rule 17a-4 audit readiness.
What if my broker-dealer requires FMG?
Some broker-dealers have preferred vendor relationships with FMG, but most don't mandate it exclusively. If your BD has a specific requirement, we're happy to review it with you and determine whether Asset Engine can be approved as an alternative. Many BDs care about the compliance controls, not the specific vendor name.
Does Asset Engine offer advertising?
Yes — and this is a major differentiator. We manage programmatic display, paid search, and paid social campaigns natively within the platform. FMG and Snappy Kraken do not offer advertising. If you're currently paying a separate agency for digital ads, Asset Engine consolidates that into one relationship and one set of reports.
How does Asset Engine's pricing compare?
At every tier, Asset Engine matches or beats FMG on monthly price — and our setup fees are significantly lower or zero. Our Core marketing plan is $99/mo with no setup fee (FMG's equivalent is $99/mo + $199 setup). Our managed tier is $599/mo vs. FMG's $895/mo. And Asset Engine includes custom websites, original content, and managed advertising — none of which FMG offers at any price. See our pricing page for the full breakdown.
Ready to see what better looks like?
Book a 20-minute call. We'll show you what Asset Engine looks like for your practice. No pitch deck. No pressure.