The E-Valuator was built so Advisors could:
• Mitigate Fiduciary Liability
• Maintain a “Rules-based” investment process
• Increase profitability via maximized automation
The easily customizable settings of this web-based analytical tool are applied against the mutual fund and ETF universe to meet and/or exceed the performance demands specific to each Investor.
Once an Investor’s settings have been established, The E-Valuator will oversee the daily performance of a Portfolio. It will:
• Monitor existing investments relative to their peers
• Notify the Advisor of a lagging investment
• Screen, Filter, and Find up to 3 suitable replacements
• Email FINRA reviewed reports per Investor’s requested month/day
Client reports are highly visual, intuitive, and easily comprehended.
The E-Valuator makes the complicated simple.
Play Video
Kevin Miller
CEO of The E-Valuator Software
Award Category
401(k) — Retirement Plan Support Services: 401(k) Technology
Initiative
Software for Fiduciaries
The E-Valuator software was created to assist advisors and investment firms with their 401(k) clients. The software supports 3(21) and 3(38) fiduciary obligations by documenting the exact requirements for a 401(k) plan. It then continuously monitors the 401(k) portfolio to ensure the investments continue to perform at a suitable level as defined by the investment committee or advisor. If investments become unsuitable, the software notifies the advisor and/or the investment committee and suggests suitable replacement investments.
Resources
VIDEO
The E-Valuator Software Demo
Join Kevin Miller, CEO, for a virtual walkthrough detailing the 4 key components of The E-Valuator software, how it is easily tailored to fit every investor, and how it’s highly visual reporting simplifies the complicated while mitigating fiduciary liability.
BROCHURE
The E-Valuator Software Digital Brochure
Check out The E-Valuator Digital Brochure to find out who this analytics software was created for, how it works, and how it can save you time and money.
WHITE PAPERS
Independent White Papers
Three independent white papers detailing how The E-Valuator software can improve the operations of a supervising firm, financial professional, and portfolio manager.