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"The E-Valuator" Provides Industry Leading Customization To Meet Client Demands And Mitigate Liability

Submitted by Technology Tools for Today on February 12th, 2015


The E-Valuator, LLC launches the only web-based, investment management tool designed to mitigate fiduciary liability through the utilization of customizable tolerance settings specific to each investor's demands and expectations. Morningstar, Inc. provides daily data updates on 28,000+ mutual funds and ETF's making The E-Valuator a clear leader in providing the most current, customizable platform in the industry. These daily updates track 13 timeframes including annualized returns from 1 year through 10 years, as well as, total returns for 1, 3 and 6 months, thereby empowering an investor and/or advisor with the ability to select and prioritize the most important timeframes in their customized analysis.

Built by advisors with over 25 years of experience, The E-Valuator has the ability to tailor an investment portfolio in alignment with the specific needs and expectations of individual investors, foundations, investment committees and endowments. A key component of this application is recognizing (defining) the parameters between acceptable and unacceptable tolerance standards and documenting these standards into the Investment Policy on an automated basis. The E-Valuator has the built-in, auto-deliver feature that generates client reports on a timely basis, i.e., monthly, quarterly, etc., with no ongoing time requirement to generate these reports.

“The E‐Valuator mitigates fiduciary liability by delivering an easy‐to‐use, unbiased process that is systematically documented. The E‐Valuator provides a defensible position for investors, fiduciaries and for advisors, to support why a particular investment was selected, retained or replaced”. Jason Roberts, CEO, Pension Resource Institute, LLC.

Investors and advisors have access to a robust investment screening tool encompassing over 35 data points, including Modern Portfolio Theory data points, Expense Ratio, 12b-1 fee, etc. The E-Valuator’s “client friendly” reports organize data that is commonly considered to be complicated and confusing into easily comprehendible, highly visual reports.

The E-Valuator is the complete tool for investors and advisors that are seeking to structure and manage an investment portfolio that has been built upon each investor's unique demands as they relate to performance expectations, risk management characteristics, lagging performance duration and timeframe priorities.

For more information about The E-Valuator visit www.e-valuator.com or call 855-870-EVAL

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