For FMOs & IMOs
Hand your advisors a platform you didn't have to build.
A complete, professional digital presence for every agent you contract — co-branded to them, offered by you. Operated by us. Something to put in your recruiting deck.
Co-branded to your advisors — every agent looks like themselves, backed by you, not like a generic vendor.
negotiated rollout pricing · co-branding available · no software for you to run
Rollout
<2wks
Signed agreement to first cohort live
Per agent
1day
Provisioned and branded
Your ops lift
0
We operate everything
Identification
up to 40%
Anonymous U.S. visitors identified
Why FMOs partner with ProspectMatch
Compliant across your network
CAN-SPAM and US privacy law compliant on every site we run — the same standard across your whole network.
Your partners own the relationships
Every identified prospect stays with the agency or agent. You enable the platform; they keep what it produces.
Nothing for you to run
We operate, support, and update the platform. You get the rollout and the credit — no software to maintain.
Agents pick FMOs on value-add. Tools are how you compete — and how you keep them.
The carrier slate is largely the same across FMOs. The comp grids close in on each other every year. What differentiates one FMO from the next is what the agent gets the day they contract: training, support, leads, and the technology they use to run their book. Modern advisors expect a professional website, a real client-facing tool, fresh content, and something that surfaces prospects from their digital footprint. Most FMOs hand them a recruiting checklist and a content library. We give your whole advisors the platform.
The advisor platform, co-branded to each agent.
Same engine across the advisors. Each agent's logo, colors, and company name on top — so their clients see the agent's brand, not yours, and not ours.
A professional advisor site
Modern, mobile-first, compliance-ready layout. Co-branded to the individual agent. Provisioned within a business day, no website-builder for them to learn.
A branded Social-Security analyzer
The same long-engagement tool advisors put in front of pre-retiree prospects. Co-branded to the agent. Embedded on every page of their site.
Financial content under their name
Fresh advisor articles delivered weekly, branded as the agent. A reason for prospects to return and a signal the advisor is still in the market.
Visitor identification + drip
Up to 40% of the agent's anonymous U.S. visitors identified — a verified email at minimum, and for many a full name and postal address. Automated email drip campaigns reach those prospects over the days and weeks that follow.
The agent's brand to their clients. Your program under your banner internally.
Every public touchpoint — the site, the analyzer, the content, the drip — carries the agent's logo and company name. Their prospects see the advisor, not the FMO and not us. Internally, in your recruiting collateral and onboarding, the program lives under your FMO banner. Double-barreled branding: agent-facing for prospects, FMO-facing for advisors acquisition and retention.
Four reasons this matters at the FMO level.
Recruiting
Agents pick FMOs on value-add. A platform their whole digital presence runs on — co-branded, operated, with visitor identification — is something to advertise in every recruiting conversation.
Retention
An agent whose site, content, analyzer, and prospect pipeline run on a platform you provide is materially harder to recruit away. Switching costs the agent more than just a contract change.
Production support
Agents with credible sites and an actual tool to put in front of prospects look more professional. More credible advisors generate more conversations. We don't promise outcomes — we ship the infrastructure that supports them.
Zero ops burden
You do not run a software product. We provision agents, we operate the platform, we handle hosting and updates and identification compliance. Your team adds it to onboarding and moves on.
Three steps. No software for your team to learn.
One — we sign a partner agreement that covers your advisors, with negotiated volume pricing and co-branding terms. Two — your team hands us a list of agents (CSV or onboarding feed) and we provision each one with a co-branded site, analyzer, content stream, and identification layer. Three — agents go live with a presence they would have paid for individually, and prospects start being identified from day one. The FMO operates none of it.
The four-pillar wedge no other platform delivers.
FMG Suite and Snappy Kraken do advisor email-and-social automation well — to the contacts an advisor already has. Nobody bundles the co-branded website, the analyzer, weekly content, AND visitor identification for a whole advisors. That bundle is the recruiting-deck line no rival gives you.
Co-branded website
Built for the advisor. Mobile-first. Modern. Already designed.
Co-branded industry tool
The Social-Security analyzer prospects spend real time inside.
Industry content
Fresh articles weekly, under the agent's name — the same engine that writes this site's blog.
Visitor identification
Up to 40% of anonymous U.S. traffic surfaced as reachable prospects — every one with a verified email.
The partner math
Run the numbers across your advisors.
Your contracted advisors, your assumptions — what identification could surface across the whole program.
- Prospects identified across the advisors / month
- delivered to YOUR advisors — recruiting and retention math, not a production promise
Your numbers, your assumptions. Identification applies to anonymous U.S. visitors and is capped at up to 40%; follow-up belongs to each member. This is an estimate you computed — not a promise we make.
Before the first call
We'll build your demo before we meet.
Provisioning is automated, so we stand up a demo advisor site carrying your FMO's branding before the first conversation. You'll see your advisors's platform — not a slide about it.
Common questions
How fast can you roll out across our advisors?
New agents are provisioned within a business day of receiving the list. Most FMOs go from signed agreement to first cohort live in under two weeks.
Do agents have control over their branding and content?
Yes. Each agent uploads their logo and colors and can review/approve content drops. The FMO sets the program defaults; agents personalize within them.
What does the FMO actually operate?
Nothing. We host, deploy, monitor, and support. Your team's job is to add the program to onboarding and pass us new-agent details. No infrastructure on your side.
Does this conflict with compliance and supervision requirements?
It is designed to fit inside your existing supervisory framework. Content is broadly applicable financial planning material — never specific product recommendations. Sites carry standard disclosures. Most FMOs run it under their existing supervisory framework with minor reviews.
What happens if an agent leaves our FMO?
You decide at partner-agreement time. Common patterns: the platform follows the agent (with FMO co-branding removed), or it returns to the FMO. Spelled out in the agreement.
What about the override revenue impact?
We don't promise specific production numbers. Agents who look more credible and have a tool prospects engage with tend to be more productive — that's the structural argument. The recruiting and retention math is where most FMO partners see the clearest return.
Ready to give your advisors a platform?
Before the call, we'll build a demo advisor site carrying your FMO's branding — you'll evaluate the real thing, not a deck.
a 30-minute conversation · negotiated rollout terms · your co-branded demo built before the call