The E-Valuator Software - Finalist at the 8th Annual Family Wealth Report Awards 2021 Share Article The E-Valuator Software, an investment analytics company designed for professional and retail investors, has been selected as a finalist in the Compliance category at the Family Wealth Report Awards. BLOOMINGTON, Minn. (PRWEB) January 26, 2021 The E-Valuator Software was selected as a finalist for the Compliance category due to the many features housed within the program that help advisors and advisory firms meet and exceed their compliance obligations. Some of these features include the ability to monitor portfolio performance more accurately and efficiently for each client account, document investment decisions on the fly, and mitigate fiduciary liability while increasing communication with clients.