FMT Solutions

FMT Solutions is a company specializing in educational marketing systems for fiduciary investment advisors. With a tagline of "Tried, tested and trusted for over 20 years," the company has been on a mission to help fiduciary advisors enhance the financial well-being of individuals and families since its establishment in 2001. FMT Solutions has gained credibility through experienced investment advisors offering FINRA-reviewed courses in various educational settings. These growth-minded advisors not only utilize the courses to expand their networks and engage clients but also to contribute to their local communities. The company's commitment to their clients' success is evident in their comprehensive approach, ranging from goal-setting, onboarding, and marketing planning to conversion coaching and follow-up. Additionally, FMT Solutions offers an educational marketing platform that focuses on client acquisition and growing AUM. This unique approach positions FMT Solutions at the intersection of Financial Services and Information Technology, making it an intriguing prospect for potential venture capital investments.