The E-Valuator Software for Fiduciaries

Built for advisors servicing qualified plan clients and individual investors, The E-Valuator software is a game changer in the world of investing and fiduciary asset management. Whether you’re an individual investor or fiduciary, The E-Valuator enables users the ability to identify and document their unique investment demands and track those standards against Morningstar’s universe of Mutual Funds and ETF’s. The E-Valuator makes life simple by continuously monitoring client investments and identifying when an investment’s performance is no longer tolerable, while providing suggested replacements. Through our three-step approach, advisors and investors can design and manage portfolios that continuously meet their investment performance demands and suitability in a fiduciary manner year after year. National Awards: FiNext recognized The E-Valuator software with their Innovator In Finance Award.