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SignalWealth vs. FMG

FMG is an established marketing platform for financial professionals, with a large library of pre-approved content, built-in compliance routing, professional websites and a done-for-you concierge option. SignalWealth takes a different approach: content made from your own recordings, with the CRM, texting and client portal in the same system. Here's how they compare, and where each one is the better fit.

Every FMG fact on this page links to FMG's own website, checked October 20, 2026. Prices change. If something here is out of date, tell us and we'll fix it.

Built for

SignalWealth: advisors and agents.
FMG: financial professionals and RIAs, plus enterprises such as broker-dealers, banks, life and annuity carriers, and IMOs/FMOs.[2]

Starting price

SignalWealth: $89/month (CRM, up to 3 people), no setup fee.
FMG: $99/month plus a $199 setup fee (Essential marketing plan).[1]

Content

SignalWealth: done-for-you articles, videos and newsletters from your own recordings.
FMG: a library of pre-approved, FINRA-reviewed emails, social posts and e-books.[3]

Side by side

Feature by feature

"Not stated" means we couldn't find it on FMG's website.

What you needSignalWealthFMG
Monthly priceCRM $89 · Signal $199 · Signature $399 · Persona $549 (founder prices; $299 / $599 / $799 standard). Extra user $18.Marketing plans: Essential $99 · Premium $269 · Do It For Me $895.[1] All In One plans (marketing plus a website): Essential $178 · Premium $418 · Do It For Me + Premium Website $1,044.[1]
Setup feesNo setup fee.Marketing plans: $199 (Essential, Premium) or $499 (Do It For Me). All In One plans: $994 · $3,194 · $3,494.[1]
Contract and trialMonthly or annual. 30-day trial.Prices are shown per month. Contract length and trial: not stated.[1]
CRM, pipeline, tasks, calendarIncluded. Google Calendar and Zoom.Not stated. FMG references integrations.[2]
Email newsletters5,000 to 25,000 emails a month included, by plan; then $3 per 1,000. Cost shown before you send.Custom email builder on every marketing plan. Contacts: 1,000 (Essential) or 2,000 (Premium, Do It For Me), expandable to 25,000 on Premium and Do It For Me.[1] Monthly email volume: not stated.
Content libraryNo shared library. Your content is made from your own recordings.Content library on every marketing plan, with AI content creation, Canva/Unsplash integration and timely news.[1] "All content is FINRA-reviewed."[3]
Done-for-you contentArticles, short videos, long-form episodes and newsletters made from your own recordings, reviewed by you before anything posts (Signal and above).Do It For Me: content calendar, two SEO blogs and a matching email each month, a monthly podcast script, a dedicated concierge and a monthly planning call.[1]
Two-way texting$29/month on CRM and Signal, included with Signature and Persona. 500 texts a month included, then 3¢ each. $49 one-time carrier registration.MyRepChat, a separate texting product, "starting at just $25/month," with add-ons from $5/month.[4][5]
Missed-call text-backIncluded with texting.Not stated.
Birthday automationsReady-made: birthday, policy anniversary, annual review, and RMD season (by birth year, with the deadline filled in).Greeting cards on every marketing plan; automation collections on Premium and Do It For Me (may be an add-on for Essential).[1] Policy anniversary and RMD timing: not stated.
Client portalIncluded with Signal and above: secure document sharing and booking with their advisor. Client financial picture $79/month, included with Signature.Not stated.
AI video of the advisorPersona: videos in your own likeness and voice, from your own footage, with written consent.Not stated.
Fax$15/month: your own fax number, send from a client's record.Not stated.
ComplianceEvery email and text archived on the client, permanently. Content approval log. AI disclosure on AI-made video.One-Click Compliance: website updates and new emails route automatically to your compliance department's inbox and go live once approved.[3] MyRepChat advertises SEC- and FINRA-compliant texting.[4]
Connect ChatGPT, Claude or another AI assistantLook-up on every plan. Building forms, automations and drafts: $29/month, included with Signature.Not stated.
WebsitesHosted blog and lead forms. No drag-and-drop builder: we design and build your website for you, wired to your CRM forms, booking and blog, priced after a short call.Website plans: Essential $79/month + $795 setup, Premium $149/month + $2,995 setup, with one-click compliance, SEO features and (Premium) a custom design process.[1]
Social postingYouTube and LinkedIn.Social media builder on every marketing plan.[1]
Mobile appComing soon.Listed on every marketing plan.[1]
Enterprise and IMO programsNot offered.White-labeled marketing suite for IMOs and FMOs.[6]

Choose FMG if

You want a proven library, a polished website and compliance routing

  • You'd rather pick from a large library of pre-approved, FINRA-reviewed content than record your own.
  • You want a professionally designed website from the same company.
  • Your compliance department wants content routed to its inbox before it goes live.
  • You want a dedicated concierge and a monthly planning call.
  • You're an enterprise or IMO rolling marketing out to many advisors.

Choose SignalWealth if

You want content in your own voice, with the CRM included

  • You want content made from your own voice and expertise, not a shared library other advisors also use.
  • You want a CRM, texting and a client portal in the same system.
  • You'd rather not pay a setup fee.
  • You want every email and text kept on the client record, for compliance.

Start your 30-day trial See pricing

References

Where each FMG fact comes from

Checked October 20, 2026. SignalWealth's own prices are on our pricing page.

  1. FMG pricing page: Marketing, All In One and Website plans, setup fees, contacts, plan contents. fmgsuite.com/pricing
  2. FMG home page: who FMG serves (financial professionals, RIAs, wealth management and insurance enterprises), integrations. fmgsuite.com
  3. FMG One-Click Compliance: automatic routing to compliance, pre-approved FINRA-reviewed library. fmgsuite.com/features/one-click-compliance
  4. MyRepChat home page: texting and archiving for financial advisors. myrepchat.com
  5. MyRepChat pricing page: starting price and add-ons. myrepchat.com/pricing
  6. FMG for IMOs and FMOs. fmgsuite.com/who-we-serve/distribution-imo-fmo

FMG, FMG Suite and MyRepChat are trademarks of their owner. SignalWealth isn't affiliated with or endorsed by FMG. This comparison reflects publicly available information on the date above.