Awards

Wins

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


Corporate LiveWire Global Awards 2022/23 – 2X Multi-Award Winner & Investment Analytics Platform of the Year


Finalists

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


Do you have any questions?

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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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