Choreo Launches New Digital Marketing Platform Supporting Advisor Growth with FMG

Multi-Channel Digital Marketing and Communications Platform Automates Outreach and Engagement Efforts


The Parthenon Capital-backed independent RIA Choreo, which formerly operated as RSM US Wealth Management LLC, has partnered with San Diego-based FMG to launch a multi-channel digital marketing and communications platform, the companies announced today.

This product, called Canvas, was designed to allow the firm’s financial advisors to plan and execute highly personalized and authentic marketing campaigns to streamline business development activities and engagement with existing clients.

The platform provides access to a range of pre-approved communications materials for “scalable and targeted marketing campaigns,” the release explained.

“Canvas is part of our firm’s ongoing commitment to continually enhance our tech stack and provide operational support that allows our advisors to focus on what’s important – serving their clients, building relationships, and growing their businesses,” said Choreo’s Chief Marketing Officer, Marissa Fox-Foley. “Choreo places a premium on being digitally integrated and team-based, so it’s imperative that we offer our advisors a marketing and communications solution that reflects that forward-looking approach.”

The new program also includes a “centralized portal for all marketing activities,” helping affiliated advisors manage marketing efforts and automated plans that combine original or pre-approved materials within e-newsletters, client events and outreach. Canvas provides social media automation that allows advisors to “generate genuine, shareable posts” that comply with all permanent regulations through an expedited internal review process.

“Choreo recognizes that creating sustainable value not only requires building deep, personal relationships with clients but that it takes time and effort to nurture these types of connections,” said Susan Theder, FMG Suite’s Chief Marketing and Experience Officer. “We are excited to team with Choreo to create Canvas to help advisors with this critical element of their businesses.”

This announcement comes as the former division of RSM US LLP,  an audit, tax and consulting services provider, continues to position itself as an independent firm. With support from middle-market private equity firm Parthenon Capital, Choreo plans to expand its national footprint while “providing a wide array of planning services at the intersection of wealth management and business consulting.”