Buyer Fit
Target firm types
- Wealth Management Firms
- RIAs
- Broker-dealers
- Investment Managers
- Banks
- Family offices
- Custodians
- Asset managers
- Hybrid firms
- TAMPs
Target firm size
- Enterprise
- Mid-Size
- Small
- Solo
Integrations
FMG has 11 integrations in our directory
Search below to find what you're looking for
- Catchlight Level 3
- Facebook Level 5
- LinkedIn Level 5
- Microsoft Dynamics Level 5
- Nitrogen Wealth Level 3
- Proofpoint Level 5
- Redtail Level 5
- Salesforce Level 5
- SmartOffice Level 5
- Wealthbox Level 5
- YouTube Level 2
Use the search above to find specific integrations
No integrations match your search.
APIs and Security
Security checks
Periodic SOC certification, Periodic Penetration Testing (aka PEN tests)
Public APIs
Yes - Our APIs allow other developers to 'GET' and 'POST' information to our application.
API authentication
OAuth, ID/PW
Data refreshed live via API
Yes
Developer portal exists
Yes
Developer portal URL
Developer portal features
Glossary, Built with an API platform such as Postman, WSO2, Swagger, etc.?, Provides code samples in multiple languages, Provides the ability to enter payloads and see responses against sample data in real time, Provides examples of successful and unsuccessful API calls
Developer sandbox URL
Yes
Sandbox endpoints
Integration Partners are provided a sandbox tenancy on the production application servers
