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Advisor Assurance

Protect your firm from compliance gaps with smart, automated controls that track and record important interactions and changes.
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Control & Approve Client Deliverables​

Control & Approve Client Deliverables​

Give your compliance team control to review and approve documents and presentations through a single dashboard.

Access Data When You Need It​

Capture and archive changes to details made by your advisors and their clients, and require supporting evidence when changes are made.​

Access Data When You Need It​
Monitor Changes Made to Accounts​

Monitor Changes Made to Accounts​

Track and monitor when specific actions are taken by your advisors or their clients on eMoney.

Maintain an Audit Trail​

Store deleted documents for up to seven years following the date of deletion.​

Maintain an Audit Trail​
Easily Export Records in Real Time​

Easily Export Records in Real Time​

Access the data you need when you need it by exporting on demand or setting up regular data extractions.

Receive Notification Emails & Shared Files

Leverage your SMARSH or WORM-compliant archiving provider to receive notification emails and documents shared within the Vault for compliance purposes.

Receive Notification Emails & Shared Files
Interested in Advisor Assurance? LEARN MORE HERE

Other features include:

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Couldn’t Find a Feature You Need?

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Hey Enterprises!

Hey Enterprises!

We work with you to configure a solution that meets your firm’s unique needs.

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Not Ready to Commit?

Not Ready to Commit?

Take a look at some of our online resources for more information.

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