FINEXT 2018 – Innovator in Finance Award
WealthManagement.com 2020 Industry Awards – Outstanding Achievement in 401(K) Support Services
Worldwide Finance Awards 2022 – Best Investment Analytics Software Platform – Midwest USA
WealthTech Americas Awards 2022 – Client Lifecycle Management US and Client Marketing and Prospecting US
Corporate LiveWire Global Awards 2022/23 – Investment Analytics Platform of the Year United States
WealthManagement.com 2021 Industry Awards – 401(k) Retirement Plan Support: Technology
8th Family Wealth Report Awards 2021 – Compliance
9th Family Wealth Report Awards 2022 – Compliance, Financial Risk Management, and Onboarding
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!