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We turn complex ideas into high-performance software. Cutting-edge technology for companies that aim for market leadership.

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White-Label Tool for Financial Advisors

We supported FMG Suite in expanding its SaaS platform by developing white-label modules that let financial advisors offer personalized content to their own clients. The main challenge was building a flexible enough architecture to support thousands of different visual identities while keeping performance and scalability.

The Challenge

FMG Suite is a digital marketing platform for financial advisors. They needed to expand their content automation and personalization capabilities at scale — allowing each financial advisor to have a unique digital presence with relevant content that complied with financial industry regulations.

The Solution

300 Software developed a content personalization and automation system that allowed FMG Suite to generate personalized content variations for each advisor, with automatic compliance checking and multi-channel publishing. The system integrated into the platform's existing infrastructure without disrupting active clients.

Results

  • Content personalization capability scaled to support thousands of financial advisor profiles
  • Automated compliance checking eliminated manual reviews before publishing
  • Content publishing time reduced from days to minutes
  • Seamless integration with zero downtime for existing platform clients

Our deliverables and main contributions

We focused on componentization and end-user experience. We created a library of reusable components that adapt dynamically to each client's brand, ensuring visual consistency and agility in developing new features.

  • React components with dynamic customization (color, logo, font)
  • Component library creation (Design System)
  • Robust integration with FMG Suite backoffice
  • Multi-tenant architecture support
  • Automated testing and delivery pipelines
  • SaaS scalability assurance

Project Gallery

The tool enabled small offices to access a corporate-grade marketing platform while keeping their own visual identity. This increased FMG Suite's value for its clients and reinforced its position as a leader in financial marketing.

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