Do you use MoneyGuide Pro or eMoney for client-facing reports? Great News! Cetera recently clarified the Ad Review requirements when using these reports. For MoneyGuide Pro, you only have to submit the cover page that lists the advisor’s name, title, etc. for pre-approval in Pinpoint Ad Review.
For eMoney, if you use a standard built-in report, you only have to submit the cover page for pre-approval. If you create your own report in eMoney, then all pages of the customized report template must be submitted for pre-approval in Pinpoint Ad Review.
Reminder: If you use any other software for client-facing reports, all pages of the report template must be submitted for pre-approval in Pinpoint Ad Review. This includes, but is not limited to Riskalyze/ Nitrogen, ATS, Asset-Map, and YCharts.
Please reach out to the Prosperity Network compliance team with any questions: 913-529-5500 or compliance@prosperityadvisors.com.
Internal Use Only