Wealth.com, announced a strategic partnership with FMG Suite, the leading marketing technology platform for wealth management and insurance organizations, through which it will serve as the Exclusive Technology Founding Partner of FMG’s Institutional Intelligence program. Through the collaboration, more than 80,000 advisors, insurance professionals and the enterprises that support them using FMG will now gain access to compliance-friendly estate and tax planning content – including emails, social media posts, blogs, downloadable resources and educational marketing assets – designed to help advisors engage clients on two of the fastest-growing areas of holistic financial planning.

The partnership also introduces dedicated Wealth.com-powered estate and tax planning website tools, content, experiences and advisor website templates – enabling advisors to quickly add educational estate and tax planning content to their websites. FMG's website team can also implement these on advisors' behalf, creating a turnkey solution that helps firms educate prospects, strengthen client relationships and support business growth. Additionally, Wealth.com will develop Estate Snapshot, a website-ready tool powered by Ester®, its proprietary artificial intelligence (AI), that enables prospects to securely share estate planning documents. Estate Snapshot will analyze uploaded documents and generate a concise one-page summary, helping advisors better prepare for prospect meetings while creating a new lead generation opportunity.

“Institutional Intelligence is designed to help advisors activate specialized expertise across every marketing channel,” said Susan Theder, chief marketing officer at FMG. “Wealth.com brings exceptional estate and tax planning expertise to the platform, giving advisors ready-to-use resources they can personalize, distribute and use to deepen client relationships.”

Estate and tax planning have become increasingly central to holistic financial advice, yet many advisors still struggle to consistently create timely, compliant educational content around these complex topics. By combining Wealth.com's planning expertise with FMG's leading marketing platform, the partnership gives advisors professionally developed resources they can publish immediately or customize to their firm's brand, making it easier to educate clients, strengthen relationships and create more meaningful planning conversations.

“The advisors who consistently educate clients are the ones who build deeper relationships and create more opportunities for meaningful planning conversations,” said Tim White, co-founder and chief growth officer at Wealth.com. “FMG has long been the gold standard in advisor marketing, and by combining FMG's platform with Wealth.com's estate and tax planning expertise, we're giving advisors ready-to-use resources that help them educate clients, engage the next generation and differentiate their firms with far less effort.”