The E-Valuator Software for Fiduciaries

Industry Leader in Providing Investment Analytics Software for Financial Investors and Advisors.

For more information, contact us at 855-870-EVAL

[The E-Valuator Software for Fiduciaries @EVALsoftware]

For an advisor, time is a limited resource. Client interaction, account upkeep, & administrative duties are constantly vying for your attention. With The E-Valuator, you can expedite, automate, & improve many of the tasks that fill up your day. Visit https://t.co/hdcCT7Mnay

[The E-Valuator Software for Fiduciaries @EVALsoftware]

With fall around the corner, now is the perfect time to consider improving your workflow. By utilizing the E-Valuator, you'll be able to enhance your client interactions, boost your advising capabilities, and expedite many of the tedious tasks that slow you down.

[The E-Valuator Software for Fiduciaries @EVALsoftware]

Client retention starts with communication. The E-Valuator allows you to automate performance reports and deliver them to clients on a schedule they set, ensuring they always feel informed and connected to their financial goals. To learn more, visit https://t.co/hdcCT7Mnay

[The E-Valuator Software for Fiduciaries @EVALsoftware]

The E-Valuator can improve nearly every aspects of an advisor's day-to-day, including portfolio management, fund research, client communications, documentation, risk management, and more. Find out what else this powerful tool can accomplish, https://t.co/hdcCT7Mnay

[The E-Valuator Software for Fiduciaries @EVALsoftware]

Portfolio maintenance is an important and timely aspect of any advisor's job. When a fund in your client's portfolio begins to underperform, The E-Valuator allows you to compare up to three investments against it in order to determine the best replacement.

[The E-Valuator Software for Fiduciaries @EVALsoftware]

Documentation and reporting are important when it comes to reducing your fiduciary liability. The E-Valuator can help with both by recording the statistics and reasoning behind your decisions, and then delivering them on an automated basis to whoever you desire.

[The E-Valuator Software for Fiduciaries @EVALsoftware]

The ease at which you can create new accounts in The E-Valuator makes it an exceptional prospecting tool. Create an account with a prospective client's old investments and another with the investments you'd suggest, and allow the software to compare the two.

[The E-Valuator Software for Fiduciaries @EVALsoftware]

For an advisor, time is a limited resource. Client interaction, account upkeep, and administrative duties are constantly vying for your attention. With The E-Valuator, you can expedite, automate, and improve many of the cumbersome tasks. Learn more, visit https://t.co/hdcCT7MV06

[The E-Valuator Software for Fiduciaries @EVALsoftware]

Every portfolio tells a story. The E-Valuator can help you present a retirement goal, a college fund, a future home downpayment, and more with easy-to-read charts, FINRA-reviewed reports, and customizable communications. Learn more at https://t.co/hdcCT7Mnay

[The E-Valuator Software for Fiduciaries @EVALsoftware]

Happy upcoming 4th of July! Wishing you and your loved ones a safe, sunny, and celebration-filled holiday. Thank you for letting us be part of your year.

[The E-Valuator Software for Fiduciaries @EVALsoftware]

to-grasp data visualization, and convenience. To find out more, visit https://t.co/hdcCT7Mnay or contact us at [email protected]

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[The E-Valuator Software for Fiduciaries @EVALsoftware]

Finding the right investments shouldn’t take hours. The E-Valuator’s Investment Finder lets you filter mutual funds & ETFs by risk, performance, cost, & more, narrowing the universe to what fits your client’s needs. To learn more about how you can save time & improve results.

[The E-Valuator Software for Fiduciaries @EVALsoftware]

Each of your clients is unique. The analytics software you use should be able to capture that. The E-Valuator software allows you to tailor each of your client's accounts specifically to them. To find out more, visit https://t.co/hdcCT7Mnay

#AdvisorTech #Finance #FinancialAdvice

[The E-Valuator Software for Fiduciaries @EVALsoftware]

A well-documented decision is a defensible one. The E-Valuator automatically captures the data and reasoning behind your investment choices, giving you a clear paper trail that helps reduce your fiduciary liability over time. To learn more, visit https://t.co/hdcCT7Mnay

[The E-Valuator Software for Fiduciaries @EVALsoftware]

The E-Valuator continues to be recognized by the industry for its innovation and impact, but the real reward is helping advisors serve their clients better every day. If you'd like to see what our award-winning software can do for your practice, visit https://t.co/hdcCT7Mnay

[The E-Valuator Software for Fiduciaries @EVALsoftware]

Whether a client is saving for retirement, a child's education, or a major purchase, their investment strategy should reflect that. The E-Valuator gives you the tools to tailor every account to the goals that matter most to them. To find out more, visit https://t.co/hdcCT7Mnay

[The E-Valuator Software for Fiduciaries @EVALsoftware]

Market volatility is inevitable, but being caught off guard doesn't have to be. The E-Valuator's risk assessment tools help you understand how your clients' portfolios would hold up under a range of market conditions, so you can plan accordingly. Visit https://t.co/hdcCT7Mnay

[The E-Valuator Software for Fiduciaries @EVALsoftware]

Client retention starts with communication. The E-Valuator allows you to automate performance reports and deliver them to clients on a schedule they set, ensuring they always feel informed and connected to their financial goals. To learn more, visit https://t.co/hdcCT7Mnay

[The E-Valuator Software for Fiduciaries @EVALsoftware]

Running a large investment firm comes with unique challenges. The E-Valuator allows you to set tiered access for your advisors, monitor their activity firm-wide, and ensure consistent standards across every client account. Find out more at https://t.co/hdcCT7MV06

#AdvisorTech

[The E-Valuator Software for Fiduciaries @EVALsoftware]

Managing a book of business means constantly balancing your attention. The E-Valuator helps by flagging underperforming accounts first, so you always know where to direct your focus and can address issues before they become bigger problems.