AdvisorCheck now offers a premium tool, AdvisorCheck+ that reports on nine financial advisor background touchpoints
Los Angeles, CA., (May 25, 2023) – AdvisorCheck, a platform that provides new or seasoned investors an extra level of protection through background data and transparency in the world of finance, has announced its latest feature, AdvisorCheck+ (https://www.advisorcheck.com/products/advisorcheck-plus). AC+, a first-of-its-kind tool, allows investors to perform comparison background checks of advisors they are vetting as well as continuous monitoring of the advisor they select for the life of their relationship. AC+ is a premium paid feature with a free 30-day trial available for a limited time.
“”Trust, Transparency, and the Transactional nature of the financial services industry are the challenges that AdvisorCheck was built to solve,” says Dan Hattori, COO at AdvisorCheck. “The creation of AC+ allows us to provide additional clarity and create an industry first, the ability to monitor your advisor through the life of your relationship.”
AdvisorCheck+ reports on 9 touchpoints, which include details (if any) about a financial advisor's:
-Bankruptcies
-Sex offender records
-If they have multiple social security numbers (potential fraud)
-Recorded as deceased (potential identity theft)
-Criminal records
-Global sanctions
-OFAC (Office of Foreign Assets Control) listings
-Prison addresses
A financial advisor can be a lifetime relationship or even beyond when you consider your spouse, family, and beneficiaries. AdvisorCheck was created to provide details about someone who could have a profound impact on your finances, your future, and your life. Relying on a financial advisor employer's due diligence is sometimes not enough. AdviorCheck provides peace of mind by performing an independent background check and continuous monitoring to maintain transparency in the relationship.
With approximately 30,000 visitors per month, AdvisorCheck helps investors find, compare, and monitor their financial advisors throughout the life of their relationship. As consumer advocates, our products are fast and free to consumers while helping to facilitate transparency and accountability in the Financial Services Industry.
About AdvisorCheck
AdvisorCheck is an Englewood Cliffs, NJ company with offices in Los Angeles founded in 2019 by a group of financial industry veterans. AdvisorCheck was built for investors by investors with the goal of helping investors of all asset sizes find, compare, and monitor their trusted advisor through the life of their relationship. AdvisorCheck tools provide unbiased, comprehensive data on advisors and their respective institutions. For more information, please visit: https://www.advisorcheck.com