Solution introduction
The E-Valuator is one of the investment industry's fastest growing analytical software programs for individual investors, advisors and/or anyone responsible for the oversight of asset management
The E-Valuator analyzes and monitors Mutual Funds and ETFs (exchange traded funds) customized to your performance tolerance.
Performance tolerance involves three elements:
- Rate-of-return relative to a benchmark (peer group),
- Duration
- Timeframe(s)
The E-Valuator is a breakthrough in investment monitoring software that enables Investors to set their individualized performance tolerance standards with an intuitive, user-friendly dial system. Easy-to-understand charts and reports are automatically generated and emailed on a monthly basis, providing the investor an updated status based on customized settings.
We recognize that every investor harbors a different level of tolerance regarding investment performance relative to a benchmark. If the benchmark’s annualized return is 10%, a typical Investor would want his/her investment’s return to be equal to, or greater than 10%.
But what happens when the return is lower than the benchmark? The E-Valuator gives investors the freedom to design and track a range of benchmarks.
