E-Valuator

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.

Technology Solutions Providers to “Reveal All” at Financial Industry Event

Financial industry leaders Joel Bruckenstein and David Drucker say that financial advisors attending the tenth annual T3 Technology Conference for financial advisory firms are in for an earful – and an eyeful – while at the Hilton Anatole in Dallas, February 12-14, 2015. Designed to bring together independent financial advisors and company decision-makers with the creators of the industry’s most innovative technology solutions, this annual industry gathering has become the place to learn about and do research on the best marketing, productivity and workflow solutions available.