The library is organized in 15 recognizable categories including Business Benefit Planning, Charitable Giving, Retirement Planning, Estate Planning, Tax Planning and many more.
Content is organized based on relevance attributes and renders with complete fidelity on any device. With FMe X, you can integrate your content wherever it lives, including your content management system, CRM's such as Redtail, Wealthbox and Sales Force, intranet, file servers, or cloud-based solutions including Drop Box and Google Drive.
Share content out to your mobile workforce, and collect valuable information in the field.
Content is fully encrypted at-rest as well as in-motion and can be remotely wiped from a mobile device.
Automatically deliver the right content to the right users, regardless of where the content resides, directly to their desktop and mobile devices.
We deliver best-in-class solutions that provides scalable innovation that will meet and exceed your business objectives and expectations.
Preview FMe X for yourself and find out just how revolutionary the platform is.
Role-based access, and content governance controls determine who should get what content, what they can or can’t do with content as well as where content can or shouldn’t reside.