Getting Started in Marketing Suite
Getting Started with Marketing Tools
Learn how to use Equitable Advisors Marketing Suite with our handy step-by-step guide and video tutorials for utilizing features like email, events, social media and more.
How-to Videos
Short 1-3 minute demos that provide clear, step-by-step guidance on some of the most frequently used functionality.
Onboarding Checklist
Navigate the setup process effortlessly with tips and tricks for configuring your Marketing Suite dashboard.
Knowledge Base
Find answers and insights on everything from website editing to optimizing your marketing tools, all in one convenient place.
Onboarding Steps
Automated Marketing
Automated marketing campaigns are a key feature of the Marketing Suite platform, designed to help you effortlessly communicate and connect with your audience. These campaigns eliminate the need for individual content scheduling, helping you save time and energy.
Need help?
We are here to assist you. Your options for help include:
Equitable Advisors: advisormartech@equitable.com
Dedicated FMG Equitable Support Service Team: 858.500.5479
Dedicated FMG Equitable Support Email: equitable@fmgsuite.com
Your Local Complex Marketing & Digital Team Members:
Not sure who’s in your region? View the complex map for more information.
