michael.pendergrass
Acronym
The E-Valuator
Product ID
The_EValuator
Description
The E-Valuator Software is a do-it-all portfolio management and investment analytics platform that empowers advisors with enhanced oversight of asset management. Advisors establish and track customizable performance and investment standards to meet each client’s unique requirements. Designed to simplify the complicated, coupled with an automated report delivery system, The E-Valuator frees up more time for advisors to acquire more clients and grow their assets while delivering first class portfolio management.
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Details
- One of the most valuable and popular reports in The E-Valuator is the Bubble Chart. This chart quickly identifies the status of each investment relative to its peers based on the customizable performance standards set by each investor.
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Details
- Quickly determine the most suitable investments for your clients with our fund comparison feature. Sort from Morningstar’s universe of mutual funds and ETF’s to identify possible replacement investments. Next, a side-by-side comparison between individual funds helps you easily determine which investments exceed your clients’ criteria.
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Details
- Looking for the best blend of investments for your client? Our Client Comparison feature compares up to four portfolios across a range of metrics including: Risk, Crash Simulation, Performance, and the Bubble Chart.
Features
- Define: Set and establish customizable performance standards for each client or for your firm. These settings can meet both demanding and passive investors along with long-term or short-term focused investors. Get notified when investments are no longer performing up to the established standards.
- Document: Mitigate your Fiduciary Liability by documenting each client’s settings into a signature ready Investment Policy Statement Addendum. Customize a reporting package, per each client’s preference, from the FRINA reviewed report menu. Highly visual reports ensure easy comprehension of complex data.
- Deliver: Set up your report delivery preference to provide each client’s customized reporting package without requiring any additional time or expense on your behalf. Set up the automatic delivery of reports to be sent directly to you, your client, or both of you at the frequency you desire.
Vendors
Schwab Products
Solution