Advisor Assurance Download and Web Print Event Logs

Joseph Pearson New Release Information, Product Updates

Is your New Year’s resolution to streamline your compliance efforts? If so, Advisor Assurance is the tool for you!

Available to firm-wide users of eMoney, Advisor Assurance provides decision makers with the oversight they need to support their comprehensive compliance efforts.

Featuring firm-level event logs accessible on demand and an intuitive presentation review, Advisor Assurance works by recording by recording client-advisor interactions on the eMoney platform. In fact, it archives seven years of data online, that’s accessible at any time.

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January Update

With the latest update to Advisor Assurance, you’ll see new tracking that logs an event when users download, web print, or export reports to PDF.

Other events logged in Advisor Assurance include:

  • Advisor and client website activity
  • Uploads to the Vault including presentations and reports
  • Deleted records
  • Manual account changes
  • And more 

Questions about Advisor Assurance? Learn more here or send us an email.

Joseph Pearson

Written By

Joseph Pearson is a Client Communications Strategist with eMoney Advisor, LLC. A three-time eMoney Wingbowl Champion, one-time Chili Cook-off Runner-up and Gold Stevie® Award-winning Front-Line Customer Service Professional of the year for 2016 - Joe is a proud father, devoted husband, and he always tries turning it off and back on again before calling IT.