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.
Company Details
- Employees
- 1
- Address
- 7760 France Ave S, Edina,minnesota 55435,united States
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- https://e-valuator.com/
- Keywords
- Edina.
- HQ
- Edina, Minnesota
The E-Valuator Software For Fiduciaries Questions
The E-Valuator Software For Fiduciaries's website is https://e-valuator.com/
The E-Valuator Software For Fiduciaries's LinkedIn profile is https://www.linkedin.com/company/the-e-valuator-software
The E-Valuator Software For Fiduciaries has
1 employees.
View email and phone details for 1
employees at The E-Valuator Software For Fiduciaries.
The E-Valuator Software For Fiduciaries's industry is
Financial Services
The E-Valuator Software For Fiduciaries's top competitors are
Marsico Capital Management, Llc,
Missouri Department Of Elementary And Secondary Education,
Modelist,
Harmonic Fund Services,
Bramshill Investments Llc,
Etf Architect,
Oberweis Asset Management,
Pearl Capital Management,
The E-Valuator Rms Funds,
Scout Investments.
The E-Valuator Software For Fiduciaries's categories are Financial Services
