October 25 – 27 Join us online at the 2021 eMoney Summit from October 25 to 27 as we explore how to provide an authentic planning experience that’s as unique as each of your clients.
Give your compliance team control to review and approve documents and presentations through a single dashboard.
Capture and archive changes to details made by your advisors and their clients, and require supporting evidence when changes are made.
Track and monitor when specific actions are taken by your advisors or their clients on eMoney.
Store deleted documents for up to seven years following the date of deletion.
Access the data you need when you need it by exporting on demand or setting up regular data extractions.
Leverage your SMARSH or WORM-compliant archiving provider to receive notification emails and documents shared within the Vault for compliance purposes.
Our entire product suite is just a click away.
We work with you to configure a solution that meets your firm’s unique needs.
Take a look at some of our online resources for more information.