Latest Releases

FMG updates this section monthly to share some of the more significant releases and enhancements you may enjoy learning about.

Overwatch Coach: Real-Time Compliance Email and Social Content Guidance Now - 6/30/25

Overwatch Coach brings AI-powered compliance oversight directly into the copywriting creation process, whether it's an email or a social post. As advisors draft copy in the FMG platform, the tool provides instant, contextual feedback on potential compliance issues—helping them align with FINRA and SEC standards before hitting submit. This proactive approach reduces the volume of submissions requiring manual edits, helps content move through review faster, and enables advisors to communicate more confidently—all while easing the burden on compliance teams. This feature is available for the Home Office add-on. To learn more, please reach out to our success team at homeofficesupport@fmgsuite.com. 

Why It Matters: 

• Reduces Review Volume: Flags common compliance issues during drafting—before compliance submission.
• Speeds Up Content Approvals: Empowers users to fix flagged items in real-time, reducing back-and-forth.
• Supports Regulatory Alignment: Built to recognize language that may conflict with FINRA and SEC standards.

How Does It Work: 

1. Compose Email Content: Users draft their email or social content as usual.
2. Use Overwatch Coach: Users can choose to run their content through Overwatch by selecting the “Check for Compliance” button in the email or social builder.
3. Receive Feedback: Overwatch analyzes the content and provides feedback on potential compliance issues within a minute. 
4. Adjust Content: Users adjust their content based on the feedback and click “Check Again” to ensure compliance before scheduling the email. 

Overwatch for Email:

Overwatch for Social:

FMG AI Policy and Ethos:
We understand that home offices may want to review these capabilities in advance. To support your evaluation, you can access our FMG AI Policy & Ethos documentation, which answers the most common security and compliance questions.

FAQs - At a Glance:

How does Overwatch Coach work? Users draft emails or social posts as usual and select the “Check for Compliance” button to receive live compliance guidance. Suggested edits can be applied prior to submission for final review.

What guidelines does it follow? Overwatch Coach flags content using a ruleset aligned with FINRA and SEC communication standards.

Can the rules be customized? Customization will be available in the future.

Will this expand beyond email? Email and social are the first supported formats, with expansions to other content types like blogs planned for the future. 

Want to learn more? Reach out to your FMG Enterprise Success contact to see how Overwatch Coach can improve your team’s workflow.

Muse: Smarter, On-Brand Email and Social Content Creation for Advisors - 6/30/25

Muse helps advisors break through the blank page by generating professional, compliant email and social post drafts in seconds—tailored to their tone, audience, and communication goals. Advisors simply select a tone (e.g., conversational, professional, warm), provide basic inputs, and Muse generates a complete email or social post, all while supporting firm-approved messaging and compliance review protocols.

Why It Matters: 

• Saves Time: Generates full email and social post drafts in seconds, reducing time spent writing from scratch.
• Voice Consistency: Supports firm-approved tone and messaging.
• Compliance Friendly: All content still flows through the existing review process.
• Reduces Friction: Helps eliminate “blank page” anxiety while maintaining professional polish.

Here's how Muse for email works for FMG customers: 

Here's how Muse for social works for FMG customers: 

FMG AI Policy and Ethos:
We understand that home offices may want to review these capabilities in advance. To support your evaluation, you can access our FMG AI Policy & Ethos documentation, which answers the most common security and compliance questions.

FAQs - At a Glance:

Who gets it? Eligible Marketing Suite Premium customers.

Does the content require review? Yes, all generated content will require compliance review flows through compliance.

Can advisors submit feedback? Yes—our product team is actively collecting input.

Can multiple drafts be generated? Yes, but unsaved content is lost when closing.

Want to learn more? Reach out to your FMG Enterprise Success team.

Sidekick: Real-Time In-Platform AI Support for Advisors - 6/30/25

Sidekick is a built-in AI assistant that lives within the FMG dashboard, offering fast, context-aware help on platform features, marketing best practices, and technical support. No searching. No hold music. Just quick answers when advisors need them. Powered by FMG’s robust Knowledge Base and content resources. Sidekick helps advisors move faster and get more value from the platform.

Why Advisors Will Love It: 

• Instant Answers: No delays—Sidekick responds in real-time with trusted guidance.
• Always Available: The chat window remains open while navigating the platform, keeping help accessible at all times.
• Built-In Escalation: If Sidekick can’t resolve a question, users can escalate directly to FMG’s support team from the same window.

See how it works: 

FMG AI Policy and Ethos:
We understand that home offices may want to review these capabilities in advance. To support your evaluation, you can access our FMG AI Policy & Ethos documentation, which answers the most common security and compliance questions.

FAQs - At a Glance:

Where does it pull answers from? FMG’s Knowledge Base.

Is live support still available? Traditional email and phone support are still available.

How do users send feedback? Users can rate answers and leave comments. The engineering team is monitoring this feedback to find areas of improvement. 

Who gets it? All subscriptions by default—can be disabled firmwide upon request.

Feature Update: Middle Initial in Email Signature - 6/5/25

FMG is updating the email signature format to include each user’s middle initial, which is pulled from the Profile > Contact Information section. Until now, even if a user entered a middle initial in their profile (and it was approved by Compliance), it was not displayed in email signatures due to a system limitation. To work around this, we advised users to manually insert their middle initial into either their First or Last Name field to ensure it showed up in their email signatures. With this update, middle initials will now appear automatically in the email signature format: John A. Smith. This applies to all email types within the FMG platform: Custom Emails, Email Sequences, and Automated Emails.

This does not affect the “Company Name” signature format. A very small number of users with a middle initial currently inserted as part of their first/last name (using workaround) will need to manually update their contact info by moving the middle initial to the dedicated field and removing it from the name fields. FMG has already communicated directly with these users. No additional action is required from home offices unless advisors reach out needing help adjusting their profile fields.

FAQs:

Where is the middle initial added?
It’s added to the email signature for all email tool users for all email types, including custom emails, email sequences, and automated emails.

What should users do if they previously added their Middle Initial to the First or Last Name field? Users will need to update their Contact Information by removing the Middle Initial from the First or Last Name field and placing it in the designated Middle Initial field for accurate display.

Does this update affect compliance? Contact information added to FMG accounts remains necessary for compliance review. This update does not impact existing compliance workflows and should enhance compliance for subscribers who need to include their middle initial in their email signature.

Learn how and where to add middle initials here.

Relocated "Group Requests" in Compliance Admin - 5/28/25

We are relocating the "Groups" menu item within the Compliance Admin - from under "Subscriber Cases" to its own standalone navigation item, now labeled "Group Requests." This change will improve navigation and ensure that the Compliance Admin can efficiently access and manage group-related requests. A ticker number badge will alert admin users to pending requests, improving workflow. The change eliminates unnecessary drop-downs within "Subscriber Cases."

What's Changing?

The "Groups" feature, previously a drop-down under "Subscriber Cases" in the Compliance Admin left navigation, will become its parent navigation item titled "Group Requests."

Who does this affect?

This change will primarily affect Compliance Admin within a select number of programs utilizing the "Content Group Change Requests" feature.

Key Benefits: 

This change enhances user efficiency by providing a more transparent navigation structure and ensures that the Compliance Admin is promptly alerted to "Group Requests" that need attention.

Additionally, we have hidden "Group Requests" for programs who do not utilize the feature.

New Sent Automaton Email History View in Publisher Admin - 5/28/25

Home Office Publisher users can now see a complete history of emails sent through custom automations. Previously, once an email was sent, there was no way to confirm the send. This update helps home offices quickly verify the email automation send activity. It's particularly beneficial for home offices dealing with multiple agency automations and emails, as it provides a clear view of past activities and compliance statuses.

What's Changing?

Within the Publisher account, the Manage > Automations page now features a "View History" button. This addition allows Publisher users to access a detailed history page that lists all automations connected to your agency, including each sent email and its send date. Furthermore, the compliance status of each email is clearly displayed, offering insights into delivery success and any compliance-related issues.

Where to Find It: 

• View History Button: A new "View History" button has been added to the Automations page.

• View History Page: When "View History" is clicked, users are brought to the history page, which provides a comprehensive list of all automations connected to the agency, the emails sent for each automation, and their send dates.

• Compliance Status: Users can see the compliance status of sent emails, clarifying why certain emails may not have been delivered to specific recipients. Note: Compliance Status is not a new feature, but this UI is improved for visibility. 

FAQs:

Can users filter the sent emails in the History view? Currently, the History view displays all sent emails without filtering options. However, we plan to introduce search and filter functionalities in future updates.

How can users see who scheduled an email to be sent? While this information is unavailable, we plan to add the scheduling user's name in future updates.

Is the History view available for all automations? Yes, the History view is available for all automations connected to your agency.

Providing a comprehensive historical record of sent email automations significantly improves the user experience. As always, feel free to reach out if you have any questions!

Learn how to Access Email Automations History View

Custom Coding for Website Page Headers - 4/30/25

This update is specific to those involved in website coding, such as teams at your firm or designers within offices managing website builds. You can now insert code into the <head> of individual website pages, so users can tailor specific page features without impacting all the pages on their entire website. All website accounts with the Developer Theme will receive this update. This change aims to enhance user experience by facilitating targeted page customization while leaving the rest of the site unaffected.

What's Changing?

Previously, code could only be added to the global <head>, affecting all pages uniformly. Now, users can insert custom code into the <head> of individual pages, enabling page-specific customization. This feature is available in the “Advanced Settings” section at the bottom of the Website Page Editor.

Key Benefits:

• Enhanced Control: Users can now customize individual pages with unique functionalities, such as Google Tag Manager and specific font settings.
• Improved Performance: Users can limit heavy embed codes to the pages that require them, optimizing website performance.
• Streamlined Integration: Users can implement tools and tracking codes on a page-by-page basis for more precise analytics.

Timing: 

This update is now available to all Website Suite subscribers using the Developer Theme, allowing immediate access to enhanced customization options.

Common Questions:

Will updates to the <head> code on individual pages go through Compliance for approval before being made live on the user's website? No, these updates will not create a compliance case for approval. These changes will be made live when the user publishes them. This process is similar to how the "Custom CSS" tab currently functions in the "Advanced Settings." The code entered in this section only affects the page's styling and backend tags, not the page's content.

Can changes to an individual page <head> code be reverted? No, changes made to this section are not compliance-related and cannot be reverted using the “Revert” action. They must be manually removed and republished if necessary.

Can users use this feature to add Google Analytics to specific pages? Yes, users can add tracking and analytics code to individual pages using this feature.

Is there a risk of breaking a user's website with this feature? While there is always a risk when adding custom code, any issues can be quickly resolved by removing the problematic code and republishing the page.

This update will enable users to customize individual website pages, enhancing functionality and performance without affecting the entire site. As always, feel free to reach out if you have any questions!

Learn How to Create Custom Coding for Website Page Headers

New Self-Service Billing Portal - 5/28/25

Managing an advisor’s direct FMG billing is about to get a lot easier. Users with direct billing now gain access to a new Billing Portal—accessible right from their FMG admin account. This update allows them to manage the two most common support requests on their own: viewing invoices and updating credit card information.

What Advisors Can Do: 

• View and download invoices
• Update their payment method
• Edit their billing address
• Check current subscriptions

Where to Find It: 

Log in to your FMG admin account → click the subscriber name (top right) → Settings → then click the Billing Portal button.

Note: Only admin users with direct billing will have access.

Why It Matters: 

This new portal gives the advisor more control, saves time, reduces support requests, and gives them a smoother billing experience.

Timing: 

The new Billing Portal is now available to all primary users. Note that this access is not available for home office billing accounts.

FAQs:

Can users access their billing account outside of the FMG admin? No, access is available only through the FMG platform.

Can users purchase new products through the billing portal? No, the portal is designed only for managing basic billing tasks.

How do users access the billing portal? Users can log into their FMG admin account, click their profile name at the top right, select "Settings," and click the billing portal button.

Do clients who pay via commission dedication see this information within the billing portal? Users with Enterprise Billing will encounter an error message stating, "Enterprise Billing: Portal Access Restricted." Due to their enterprise billing arrangement, they do not have access to the billing portal. 

Do clients with subscriptions partially covered by my firm and partially paid directly by them have access to the billing portal? Yes, users with mixed payment subscriptions will have access to the billing portal. 

Can I impersonate the account to support an advisor with billing updates? To protect client data, internal employees cannot impersonate users and access the billing portal on their behalf.

Can the advisor change their subscription within the billing portal?
No, the billing portal is designed for managing basic billing tasks, such as accessing invoices and updating payment methods. Changes to a subscription are still supported by contacting the FMG Sales team.

As always, feel free to reach out if you have any questions!

Learn How to Navigate the New Billing Portal

A Fresh New Look is Coming to the Content Library - Coming Soon!

We wanted to give you a quick heads-up about an exciting update coming soon to the FMG platform. We’re refreshing the Content Library experience to make it more intuitive, faster, and easier to use for all FMG marketing and website subscribers.

What's Changing:

We’re rolling out a modernized interface that replaces the old tabbed view with a sleek, all-in-one layout. These updates are designed to make a user's day-to-day workflow smoother and more efficient.

Timing: 

The new Content Library will be available to all users with Content Library access between June 30th and July 8th. 

Key Improvements You'll Notice: 

• Intuitive Design: A cleaner, more cohesive layout for quicker navigation
• Enhanced Filtering: Easily sort content by category, type, or author
• Faster Performance: Faster load times for search results
• Smarter Content Management: New badges for recently added or updated content, plus more space for titles to help financial advisors scan and manage resources more easily

Why It Matters: 

Common Questions: 

Will this impact email or website builder widgets? Nope! Those tools will continue to function as they do today.

Can users save their filters and sorting preferences? Not just yet—but that feature is on our roadmap for a future release.

What about compliance reviews—any changes? The compliance workflow hasn’t changed. If content needs a review before download, advisors will still get a clear alert via a pop-up dialog box.

We’re excited for financial advisors to experience the improved Content Library and hope it helps make their FMG experience even better. As always, feel free to reach out if you have any questions!

Learn how to navigate the new Content Library

Featuring the New "Save as Template" Option for Email - 4/17/2025

The email tool now allows users to save standalone Content Library emails directly as templates—no need to send or schedule first. Learn how to save FMG email templates here. 

What's Improved: 

• Users can click "Save as Template" from any standalone email in the Content Library.
• The email opens in the template editor for customization.
• Once saved, templates appear under "Your Email Templates" in the FMG dashboard.

Key Benefits: 

• Faster template creation
• Ability to use emails without sending
• Easy access and editing in the template editor

Note: This applies to standalone emails only. Sequence support is planned for Q2 2025

Compliance Dashboard Update: Introducing the "All Submissions" Page - 4/9/2025

The new "All Submissions" page is now available. To enhance efficiency and streamline compliance processes, we’ve updated the Compliance Dashboard for Home Office Compliance Teams. This page consolidates all Subscriber Submissions into one easy-to-use, filterable, and sortable view, helping you save time and work more effectively. As part of this update, you’ll notice minor changes to the Compliance Dashboard, including updated titles and a revised order in the left navigation menu. Learn how to save preferences here. As a reminder, in early Q3, we plan to remove the “Subscriber Cases” tabs on the left navigation of the Compliance Admin. (This change is being implemented because the “All Submissions” page will now house all the “Subscriber Cases” filters.)

What's Changing?

With the new "All Submissions" page, Compliance Teams can access all submission types in one place—eliminating the need to navigate multiple pages. However, for now, you can still access specific submission types through their respective navigation tabs. These tabs will eventually be phased out to simplify the user experience.

• Streamlined process: Review cases faster without switching between multiple pages.
• Comprehensive view: See all submissions in one place and filter by submission type, such as social posts, emails, or website changes.
• Customization: Save your preferred filters and column settings for a more personalized experience
• Enhanced features: New columns are available, such as  "Case Type," a "View As: Cases" option, and a dynamic "Review" button for improved usability.

Rollout Timing: 

• Now live: Left navigation text and titles updated
• Late Q1/Q2: The "All Submissions" page goes live with foundational features (Submission Type column, filtering, and saved settings).
• 90 Days After Release: The "Subscribers Cases" tab will be removed from the left navigation.

Common Questions: 

Can users still access individual submission types? Yes, existing submission-type tabs will remain accessible until approximately 90 days after the release. After that, these tabs will be removed from the left navigation menu.

How will the new page improve my workflow? It consolidates all submissions into one single view, reducing navigation time and improving efficiency.

Can I customize the page view? Yes, users can save filtering options for future use.

Will I lose access to any current features? No, the new page enhances existing capabilities without removing features.

How does the saving feature work? The system remembers your preferred filters and columns on a single device and applies them automatically when you return.

Will my saved filter settings work on multiple devices? No, the settings are device-specific and must be set up individually on each device.

By implementing these changes, we aim to streamline compliance workflows and improve usability. Stay tuned for more updates as we continue enhancing the Compliance Dashboard.

Previous Releases

Q1 2025 - Product Releases

Q4 2024 - Product Releases

Q3 2024 - Product Releases

Q2 2024 - Product Releases

Q1 2024 - Product Releases

Q4 2023 - Product Releases