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Independent White Papers

Supervising Firm Due Diligence Guide
  • By: Retirement Law Group, PC
  • Title: Supervising Firm Due Diligence Guide
  • Date: 2/10/2015
  • Link: Download Here
Financial Professional Due Diligence Guide
  • By: Retirement Law Group, PC
  • Title: Financial Professional Due Diligence Guide
  • Date: 2/10/2015
  • Link: Download Here
Efficient Portfolio Management: Using The E-Valuator Solution
  • By: Dr. David L. Lawrence and Bi, Qianwen, Ph.D.
  • Title: Efficient Portfolio Management: Using The E-Valuator Solution
  • Date: 9/9/2016
  • Link: Download Here

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Justin Doheny

Financial Advisor, CA
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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!

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