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.
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