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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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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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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.
Product Description
About this Product
- 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.
About The E-Valuator
Every investor is different. They have different performance expectations, risk tolerance, time horizons, investment experience, etc. An investment strategy that appeals to one investor may alarm another. In other words, there is no “one size fits all” approach to meeting investor demands. Likewise, every advisor is different. Advisors strive to set themselves apart from their competition by delivering a higher-valued client experience while maintaining cost efficiency. As a fiduciary, it’s the advisor’s responsibility to guide clients toward their financial goals in a manner that meets the client’s suitability and expectation standards. The E-Valuator was created for advisors to deliver first class portfolio management for all clients in an effortless manner. Easily manage customized client portfolios while effectively communicating highly complex data. The E-Valuator will be your back office for investment selection and client/portfolio management, thereby freeing up more time for you to spend with your clients and grow your business.
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0719-93C0
API integration is available through Schwab OpenView Gateway®, which is provided by Performance Technologies, Inc. (“PTI”). Single sign-on is provided by PTI. Daily data files and trading integration are available through Charles Schwab & Co., Inc. ("CS&Co"), a registered broker-dealer and member SIPC. Not all third party providers listed on this site have integration agreements with Schwab. Schwab OpenView Gateway® and Schwab OpenView MarketSquare™ are services of PTI.
References to third parties on this site (whether such parties are vendors participating in a service of PTI or independent advisors using a service of a participating vendor) are not an endorsement or recommendation of, or an opinion (favorable or unfavorable), or advice about, or a referral to any product or service of any third party. Advisors are solely responsible for evaluating, selecting, and purchasing products and services offered by third party vendors. Unless indicated otherwise, third parties are independent and not affiliated with PTI or its affiliates.
Schwab Advisor Services includes the custody, trading, and support services of Charles Schwab & Co., Inc. ("CS&Co"), a registered broker-dealer and member SIPC, and the technology products and services of PTI. PTI and CS&Co are separate companies affiliated as subsidiaries of The Charles Schwab Corporation, but their products and services are independent of each other. PTI’s integration solutions integrate data about accounts custodied at CS&Co.
Access to Electronic Services may be limited or unavailable during periods of peak demand, market volatility, systems upgrade, maintenance, or for other reasons.