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The E-Valuator Software - Finalist at the 8th Annual Family Wealth Report Awards 2021

The E-Valuator Software - Finalist at the 8th Annual Family Wealth Report Awards 2021
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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. ....

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The E-Valuator Software – Winner of the 2020 Wealth Management Industry Awards

The E-Valuator Software – Winner of the 2020 Wealth Management Industry Awards
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The E-Valuator software, an investment analytics company designed for professional and retail investors, has recently been recognized as the best investment analytical tool in the 401(k) – Retirement Plan Support: Technology category at the 2020 Wealth Management.com Industry Awards banquet.
Developing a transparent process for investment firms that removes emotion was Kevin Miller’s main focus from the beginning.
BLOOMINGTON, Minn. (PRWEB)
December 15, 2020
The E-Valuator Software was named the 401(k) – Retirement Plan Support: Technology company of the year for its success in meeting and enhancing the fiduciary standards financial advisors must adhere to. Some of these processes include detailed and thorough documentation, investment monitoring, fund research/replacement, and the mitigation ....

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