FMT Solutions Employee Directory

Financial ServicesOregon, United States11-50 Employees

FMT Solutions operates in the financial services sector and concentrates on helping fiduciary advisors enhance the financial lives of individuals and families through education. For more than two decades, experienced investment advisors have delivered FINRA-reviewed courses in colleges, educational venues, and online, with content spanning goal-setting, onboarding, and marketing planning through to conversion coaching and follow-up to support advisor success and client engagement.

Based in Beaverton, Oregon, the company serves fiduciary advisors and the broader financial services market with an educational marketing platform intended to support client acquisition and growth of assets under management. The organization emphasizes ongoing coaching and marketing planning as part of its service suite, reflecting a long-standing focus on helping advisors build and maintain client relationships. In 2019, Corridor Capital partnered with FMT Solutions to support the expansion and development of integrated technology, educational content, and process-driven marketing services for the investment advisor segment and the wider financial services sector.

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