eMoney Launches Advisor Assurance, an Integrated Compliance Solution for the Entire Office

eMoney Launches Lead Capture, a an interactive, online workflow designed specifically for financial advisors to attract, engage and qualify leads through their online marketing efforts.

Although implementation of the Department of Labor’s (DOL) Fiduciary Rule was recently pushed back to June 9, eMoney Advisor’s launch of Advisor Assurance, a new compliance solution that provides streamlined documentation and archival of key advisor-client interactions throughout the financial planning process, remained unaffected by the delay.

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