THE E-VALUATOR SOFTWARE SELECTED AS FINALIST FOR THE WEALTH MANAGEMENT AWARDS
The E-Valuator Software
Phone: 855-870-EVAL (3825)
Email: info@e-valuator.com
Date: 6/26/2019
PRESS RELEASE:
MINNEAPOLIS, MINNESOTA – The E-Valuator Software has been selected as a finalist for the Wealth Management Awards, being held at The Ziegfeld Ballroom in New York City on September 12th. The E-Valuator ranked among the finalists in the Technology Providers: Portfolio Management, Accounting and Performance Reporting category. Winners across all categories will be announced at the event.
With over 650 entries from 262 companies, the 5th annual Wealth Management Industry Awards are no small affair. Spanning nearly 75 categories, firms revolutionizing the areas of technology, retirement planning, asset management, and more gather to receive recognition for their new and innovative advances. Dominated by industry leading names like Morningstar, Inc., eMoney, and Fidelity, it’s always notable when a smaller company like The E-Valuator earns a spot among the finalists and is recognized for their contributions to the industry.
The E-Valuator software compares the world of ETFs and mutual funds against their Morningstar benchmarks with respect to a wide range of performance inputs established by the user. Once established, the software monitors investments against the stated inputs and notifies investors when holdings no longer meet their desired parameters. It was created with an emphasis on being designed to fit any investor type, generating highly visual reports, and making the lives of investment professionals easy. Keep an eye out for the winners when they’re announced on September 12th.
If you would like more information about this topic or The E-Valuator software, please call 855-870-EVAL (3825) or email info@e-valuator.com.