In anticipation of the implementation of the Department of Labor’s Fiduciary Rule in June, Radnor’s eMoney Advisor launched Advisor Assurance on April 4.

This compliance solution provides streamlined documentation and archiving of interactions between advisor and client throughout the financial planning process. The program is designed to provide oversight for the whole office, including financial advisors, compliance officers, and administrative users, all run from the eMoney dashboard.

Advisor Assurance enables efficiency and transparency of the firm’s operations through real-time monitoring and immediate access to changes to accounts, document storage, financial reports, and many other areas.

Through merging its financial planning and compliance services, Advisor Assurance ensures users are able to monitor manual account changes, easily export records in real time, access deleted records, and quickly review and approve advisor presentations.

“Advisor Assurance provides a scalable compliance solution for firms of all sizes, regardless of what happens with the DOL,“ said Ed O’Brien, CEO of eMoney Advisor. “Over the years, eMoney has focused on creating better and more innovative ways to collect and analyze client data as part of a holistic planning approach.

“This solution is an extension of our long-term vision to enable a scalable, collaborative financial planning experience, ensuring clients’ goals are met diligently and efficiently.”