Essentials financial advisor monitoring now available for free, delivering monthly updates and alerts directly to investors’ inboxes
AdvisorCheck announced the broad availability of AdvisorCheck Essentials, the first free monitoring service that continuously tracks a financial advisor’s professional status and delivers key updates directly to investors via email. By signing up and following any advisor, Essentials enables anyone to stay informed about any changes without the need to manually search government regulatory tools.
With AdvisorCheck Essentials, investors receive monthly alerts that track changes to an advisor’s license status, firm affiliation, or disciplinary history. The service helps consumers navigate the maze of outdated tools, fragmented data, and upfront manual costs that have become standard in the investor-advisor marketplace. Consumers are given a simple way to maintain oversight of one of their most critical professional relationships, and the peace of mind that comes with it.
Catch more Fintech Insights : How Traditional Banks Win Through Embedded Banking Collaborations
“Families deserve better than being blindsided when something changes with their advisor, whether the news is good or bad. AdvisorCheck Essentials is the first of its kind, providing clear AI-summarized updates and direct access to the full story. You can easily track advisors for yourself or your family and respond with confidence, knowing you are informed and protected.” said Michael Fox, Chief Product Officer & COO of AdvisorCheck.
“Choosing the right advisor is only the beginning. Continuing to monitor them is essential to protecting that trust and ensuring investors have the confidence that comes from being fully informed.”
Essentials is part of AdvisorCheck’s broader mission to make ongoing advisor oversight effortless and accessible. For investors who want deeper insights, faster notifications, and expanded firm monitoring, AdvisorCheck offers Premium, which builds on Essentials with more frequent alerts, expanded data sources, and firm-level monitoring capabilities.
“Our mission is to give every investor the tools to build and sustain trust in their financial relationships,” Fox continued, “Choosing the right advisor is only the beginning. Continuing to monitor them is essential to protecting that trust and ensuring investors have the confidence that comes from being fully informed.”
Read More on Fintech : Global Fintech Interview with Kevin Wall, Chief Financial Officer at Stax
[To share your insights with us, please write to psen@itechseries.com ]
