The following document describes how the FMG Advisor Website Hosting Platform collects, stores, and protects visitor data and form‑submission data. It is provided solely for informational purposes to help you prepare your own privacy policy. You are fully responsible for drafting, maintaining, and ensuring the accuracy, completeness, and legal compliance of your privacy policy and should consult your own independent legal counsel in support of such efforts, in order to ensure compliance with all applicable federal, state and local laws and regulations. FMG does not provide legal advice.
Last Updated date: June 18, 2025
1. What the platform does with visitor data
|
Category |
What is collected or stored |
Why |
|
Device & usage logs |
IP address, user-agent, pages viewed, timestamps, error logs |
Security, fraud prevention, product analytics |
|
Cookies & scripts |
First-party session cookie; Google Analytics cookies; performance monitoring cookies |
Keep track of a visitor’s session; aggregate traffic insights needed to run the platform |
|
Form submissions |
Any fields the advisor puts on a form (name, email, phone, text, etc.) |
Deliver inquiries to the advisor dashboard |
|
Optional integrations |
If the advisor uses advertising platforms, connects a CRM/email tool, form payloads are pushed to that destination |
Advisor-requested workflow only. Advisors are responsible for disclosing |
No data selling or advertising pixels. FMG does not sell, rent, or share visitor or form data with ad networks.
2. Functional cookies your website may use
First Party Cookie: FMG may use cookies to enhance your website’s functionality, like gating specific pages, tracking user sessions. These cookies are for functional purposes and cannot be removed.
|
Third Party |
Description |
|
Cloudflare |
We use Cloudflare cookies to enhance website security and performance, such as mitigating malicious traffic and ensuring content delivery efficiency. For more information, please refer to Cloudflare’s Cookie Policy |
|
Google Analytics |
Our websites employ Google Analytics cookies to gather insights into user interactions, helping us improve content and user experience. For details, please see Google’s Cookie Usage Policy. |
|
Data Dog |
Our websites use Datadog cookies to monitor site performance and user interactions, aiding in the enhancement of functionality and security. For more information, please refer to Datadog’s Cookie Policy. |
|
CalcXML |
Our websites utilize CalcXML cookies to enhance user experience by remembering previous inputs in financial calculators, facilitating smoother and more personalized interactions. For more details, please refer to CalcXML’s Privacy Policy. |
|
Wistia |
Wistia provides video hosting, lead capture and video analytics to FMG Suite. For more information on Wistia’s cookie practices, please visit https://wistia.com/privacy |
|
Riddle |
We use Riddle cookies to facilitate interactive quizzes and enhance user engagement. For more information, please refer to Riddle’s Cookie Policy. |
|
Genially |
We use Genially cookies to support interactive content creation and enhance user experience by remembering preferences and enabling personalized features. For more information, please refer to Genially’s Cookie Policy. |
3. Where the data lives
- Primary hosting: Amazon AWS U.S. regions (plus Cloudflare edge caching).
- Backups: U.S. regions only.
- Traffic encrypted in transit (HTTPS) and data encrypted at rest (AES-256) if this is configured by the advisor
- Annual SOC 2 Type 2 audit and continuous penetration testing.
- Full security overview: https://fmgsuite.com/company/security/
4. Retention & deletion
Data is retained as long as necessary to ensure compliance with all applicable finance laws and regulations. FMG does not retain or delete data according to individual customer policies. No information on the FMG platform is used by FMG for advertising or marketing to an advisor's contacts. Information is retained in order to run the platform and follow laws and regulations.
Contact information obtained from form completions can be deleted by the advisor using standard platform capabilities.
5. Consumer-rights requests
Advisors can export or delete an individual’s data from the dashboard anytime. If they require assistance, they can contact FMG support.
6. Children’s data
The platform is not designed to collect information from children under 13. Advisors are responsible for following all laws and regulations related to children’s privacy.
7. Geographic availability
FMG’s advisor platform is not available in most countries. A maintained list of supported countries is available here:
https://help.fmgsuite.com/en/articles/8043637-accessing-the-fmg-platform-supported-countries
This may have an impact on the privacy policy an advisor may need to construct. The more countries a website is available in, the more laws an advisor would need to consider to maintain compliance.
8. Sensitive data (PII/PHI) — advisor responsibility
The platform is not intended to collect sensitive personally identifiable information (PII) such as Social Security numbers or protected health information (PHI). Customers are solely responsible for ensuring that their websites and forms do not request or capture such data.