Switched from FMG Suite
Easier to use, with real support
“Levitate is a great marketing tool and much easier to use than any other marketing system (FMG). The real selling point for Levitate is the support though.”
vsFMG SuiteAn FMG Suite alternative built for your client relationships.
FMG Suite is built for advisor websites and marketing content, with compliance workflows built in. Levitate keeps you close to the clients you have and the referrals they bring, with personal emails from your own inbox, content written with compliance in mind, a free website, AI assistants and a dedicated Success Specialist.
Book a DemoWhat advisors are saying
“The difference between the FMG birthday emails I used to send and the personalized birthday emails I send now is significant. My open rates are very, very high, and I'm getting responses from clients, even if it's just a simple 'thank you.'”
Switched to Levitate from FMG Suite.
Levitate vs. FMG Suite: feature breakdown
Last updated
| Feature | Levitate | FMG Suite |
|---|---|---|
| Personal email | Included. Send from the email account you already use, so your message arrives in the recipient's inbox and replies come straight back to you | Limited. Campaign and custom emails go out through FMG's email system. With domain verification, they show your email address |
| Success Specialist | Included. Every account gets a dedicated Success Specialist who sets you up, plans with you every quarter, and stays a message away, at no extra cost | Limited. A Dedicated Concierge and a monthly planning call come with their Do It For Me plan. Support is by chat, email and phone on weekdays |
| Websites | Included. A free, professional, search-ready website with every plan, built on your brand | Limited. A website comes with their All In One plans, or on its own as a Website plan, with a visual editor for your own updates |
| Compliance review | Included. Emails send from your own Outlook or Gmail and follow your existing archiving setup, like Smarsh or Global Relay. Blog and social posts can go to your compliance officer for approval before they publish | Included. Website updates and new emails route to your compliance department's inbox for approval, with a compliance dashboard |
| Ready-made content | Included. Content written for financial advisors, with compliance in mind, that goes out as you, from your own inbox, in your voice. When something happens that affects your clients, our team writes about it fast, so they hear it from you first | Included. A ready-to-use library of emails, social posts, market commentary and videos on every Marketing Suite plan |
| AI writing | Included. Describe what you want to say and who it's for, and Levitate writes a personal email for each client using their history and account details | Limited. Muse, their AI content tool, drafts emails, blogs and social captions on their Premium and Do It For Me plans |
| Texting | Included. Text from a business number your whole team can share, one to one or as a campaign where every client gets their own private message | Limited. Texting is MyRepChat, a separate FMG product with its own pricing |
| Google Reviews | Included. Ask for reviews with a quick survey or a personal email, and connect your Google Business Profile so each new review arrives with a reply drafted in your voice, ready to post | Limited. Google review requests, testimonials and surveys come with FMG Testimonials, a separate plan |
| Security | Included. Levitate is SOC 2 compliant, and our Trust Center shows our security controls | Included. FMG says it's audited against the SOC 2 Trust Services Criteria |
This comparison is based on publicly available information from FMG Suite’s website and documentation as of November 2026. Features and plans change often, so check with FMG Suite for current details. FMG Suite is a trademark of its respective owner. Levitate is not affiliated with or endorsed by FMG Suite.
Why Levitate works
Keep in Touch tells you when a relationship is slipping, along with what you last talked about
Automations run on the dates already in your data, like annual reviews, birthdays and milestone ages
Meeting Prep reads up on every client before you meet them
More than 40 broker-dealers have approved Levitate for their advisors' use
Real customer wins
Lauren R.Client Services Manager, Capterra review - Switched from FMG Suite
Best marketing software she's used
“Hands down the best marketing software I have ever used, specifically for the financial industry.”
Jaimie E.Director of Marketing, Capterra review - Switched from FMG Suite
Personal emails to every client
“I love the automations and how I can send emails to all of our clients with it feeling personalized. The scheduling feature syncs with our Redtail calendar and it makes scheduling a breeze.”
Amelia M.Executive Assistant, Capterra review
Ready to keep every client close?
“One Levitate email campaign brought in over $20,000 in new business.”
Timothy Walt, Founder, CVW Financial
Levitate vs. FMG Suite FAQs
FMG Suite is known for advisor websites, a ready-to-use content library and compliance workflows. Levitate is built for the client relationships you already have, and the referrals they bring. The Keep in Touch Agent tells you which clients need to hear from you, so no one slips through the cracks. Emails go out from your own Outlook or Gmail and follow your existing archiving setup, and blog and social posts can go to your compliance officer for approval before they publish. Every plan includes a free website, a content library written for financial advisors with compliance in mind, and a dedicated Success Specialist. Built-in AI assistants draft replies and brief you before review meetings.
Yes. Blog posts and social posts can go to your compliance officer for approval before they publish, and required broker-dealer disclosures can be added to posts automatically.
More than 40 broker-dealers have approved Levitate for their advisors' use.
Levitate connects to Redtail, Wealthbox, Salesforce and Microsoft Dynamics 365, so your clients stay current without anyone typing them twice.
Yes. AI features are part of your subscription, not an AI tier, and your Success Specialist switches on the ones you want. AI Email Campaigns carries a monthly allowance.