• Menu
  • Skip to right header navigation
  • Skip to main content
  • Skip to primary sidebar

DigiBanker

Bringing you cutting-edge new technologies and disruptive financial innovations.

  • Home
  • Pricing
  • Features
    • Overview Of Features
    • Search
    • Favorites
  • Share!
  • Log In
  • Home
  • Pricing
  • Features
    • Overview Of Features
    • Search
    • Favorites
  • Share!
  • Log In

AdvisorCheck launches first free service delivering continuous email alerts on financial advisors’ licenses, firm changes, and disciplinary history for effortless investor oversight

August 20, 2025 //  by Finnovate

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 The service helps consumers navigate the maze of outdated tools, fragmented data, and upfront manual costs that have become standard in the investor-advisor marketplace.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. 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.

Read Article

 

Category: Robos & Wealth, Innovation Topics

Previous Post: « Embedded payments are seeing rising adoption in the parking sector through AI-recognition tech that lets customers just drive in and scan a QR code to enter their credit card information the first time they park, with automatic vehicle identification and charges applied on subsequent trips

Copyright © 2025 Finnovate Research · All Rights Reserved · Privacy Policy
Finnovate Research · Knyvett House · Watermans Business Park · The Causeway Staines · TW18 3BA · United Kingdom · About · Contact Us · Tel: +44-20-3070-0188

We use cookies to provide the best website experience for you. If you continue to use this site we will assume that you are happy with it.