Downloadables is our newest content type, which contains marketing and
practice management documents that can be downloaded by FMG Suite users. Unlike the other content in our Library, this content is meant to be used outside of our system.

We have several kinds of “Downloadables" to use:

  • Presentations
  • Whitepapers/Ebooks
  • Event Kits
  • Letters
  • Scripts
  • Guides/How-tos

Unlike the whitepapers we offer in our Lead Gen Sections/Popups, these files will not be branded with your logo or profile when you download them. You will have the ability to add edit the content to your downloadable file once you download it!

How To Use Downloadable Content

You can find your downloadable content by navigating to Content Library > Downloadables in your FMG Suite admin or by clicking here. Downloadables is available to all of our FMG Suite subscriptions, but if you don't see the content type, your Broker-Dealer may have temporarily chosen to opt out of using Downloadables.

On your Downloadables tab, you'll find all the downloadable content that is available for you. You can browse through all the content or use the dropdown to filter by Downloadable Type.

For more information about a downloadable, click on "Details" under the interested content piece. On your details screen, you'll see a short description of the piece, along with keywords associated with the piece. If you want to see more content pieces tagged with the same keyword, you can click on the keyword, and you can see a list of all our content related to the particular keyword.

Once you know which downloadable content you want to use, click on "Download" either on the Details screen or below each of the Downloadable content pieces. Your file will be immediately downloaded in your browser.

Depending on the type of downloadable you are downloading, your file will either be a directly editable file type (i.e. Word Document) or a zip file, which includes instructions on how to edit your file type (i.e PDF or PowerPoint Presentation).

How Does Downloadables Compliance Work with Compliance

When a downloadable file is added to your content library, it is also submitted to your compliance team at the same time. This means you'll be able to download the files before they are approved by your compliance. If you compliance rejects the content, it will be removed from your Content library. There are two categories of downloadable documents: Marketing Content and Non-Marketing Content.

Marketing Content:

Marketing content are documents that are used for marketing purposes. These require approval by your compliance before you can use it publicly.

When you download a file that has not been reviewed by your compliance, you'll see a "In Review" badge next to the downloadable file. You'll also see a "Pending Review" disclaimer when you download the file. This means you still need to get approval from your compliance department before you can use it.


If your compliance department has approved it, the "In Review" badge is removed and you'll see a "Compliance Reminder" disclaimer when you download the file. This means the file is approved as-is, but if you edit the file (i.e. add your logo, modify the text), you will need to resubmit to your compliance department before you can use it.

Non-Marketing Content:

There are documents that are not intended for use by the public or for marketing purposes, hence they do not require compliance review. These files will download directly to your browser without the disclaimers shown above.

Some examples of this type of content are:

  • Interview questions or other scripts
  • Guides to marketing to different niches (doctors, lawyers, women, etc)
  • Event kits & checklists (open house, golf events, etc)

Your compliance will still have the ability to reject this type content if they do not want to make it available to their users advisors.


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