eMoney’s AdvisorAssurance™ module provides financial institutions with a means of reducing the risk associated with providing financial advice, while also improving enterprise workflow and reporting capabilities. Working in conjunction with eMoney 360 Pro and eMoney 360, the AdvisorAssurance module allows organizations to proactively manage their exposure and ensure that their advisors follow set standards. By offering flexibility, control and optimized workflow, AdvisorAssurance helps alleviate regulatory burdens.
With eMoney 360 or 360 Pro and AdvisorAssurance, your institution can take proactive steps to increase client satisfaction and advisory capabilities, while reducing your risk.
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The software, which works seamlessly with eMoney’s wealth planning and client management system, provides:
- Activity monitoring including audit trail capabilities
- Workflow process improvement based on configurable approval processes
- Knowledge sharing based on enterprise level reporting
- Improved standards of practice through standardization of rules and regulations
- Reduced corporate risk exposure including watermarks and archiving
View Advisor Assurance Presentation