About Us

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. Our unique program is made possible through an intuitive user-friendly dial system that enables investors to establish and track their customizable performance tolerance standards. Developed and field tested by a team of financial experts, The E-Valuator combines industry leading control with dynamic charts and reports that opens a new paradigm regarding investment performance management.

Our Vision

To be the global leader in providing easy, customizable solutions that help investors establish and maintain their performance tolerance standards.

Our Mission

To simplify complex investment data into easily comprehensible reports that can be customized and used throughout the investment selection and monitoring process.

Do you have any questions?


Justin Doheny

Financial Advisor, CA

It's a must-have tool!

The E-Valuator has made an incredible difference in our day-to-day operations. The software allows me to focus more on client interaction and automates at least 80% of my tasks, including investment monitoring, alternative selection and report generation. I'm extremely impressed and so are my clients - I will definitely recommend The E-Valuator to my colleagues!