Member Levels

Advanced

Advisor

Enterprise

Features

Number of Advisor Accounts

0

1

Unlimited


Number of Client Accounts

1

Unlimited

Unlimited


Maximum Number of Investments per account

20

25

25


Personalized Dial Settings

X

X

X


Personalized Duration Setting

X

X

X


Personalized Timeframe Settings

X

X

X


Personalized Credit Attribution (Weighting)

X

X

X


Tolerance Wizard

X

X

X


QuickView Investment Lookup

X

X

X


Automated Email Reports

X

X

X


Investment Screening

X

X

X


Investment Finder

X

X

X


Practice Dashboard Overview

X

X


Alternative Benchmark Investments

X

X


Fee Benchmarking

X

X


Logo Customization

X

X


Investment Policy Upload

X

X


Addendum to Investment Policy

X

X


Establish and Manage Advisor Accounts Within Your Firm

X


Control Advisor's Access to the System Based On Their Experience (6 levels)

X


Oversee Advisor's Client Activity

X


Generate Customized Client Reports On The Advisor's Behalf (back office feature)

X


Create Advisor-Based Utilization Reports

X


Advanced

Advisor

Enterprise

Reports

Portfolio Level Reports

Bubble Chart

X

X

X


Trending Summary

X

X

X


Portfolio Composite

X

X

X


Trending Composite

X

X

X


Static Return Analysis

X

X

X


Performance Statistics

X

X

X


Asset Allocation

X

X

X


Investment vs. Benchmark Performance

X

X

X


Volatility and Expense Ratio

X

X

X


Fee Comparison

X

X


Fund Replacement History

X

X


Benchmark Averages

X

X


Client Dashboard Report

X

X


Investment Level Reports

Performance Tolerance Analysis

X

X

X


Trending Tolerance Analysis

X

X

X


Performance Statistics

X

X

X


Static Return Analysis

X

X

X


Calendar Return Analysis

X

X

X


Rolling Return Analysis

X

X

X


Alternative Investment Reports

Fund to Fund Comparison / Replacement Analysis

X

X


Performance Tolerance Comparison

X

X


Performance Trending Comparison

X

X


Performance Statistic Comparison

X

X


Advanced

Advisor

Enterprise

Online Support

PDF Instructional Screenshots

X

X

X


Video Instructions

X

X

X


Do you have any questions?

x

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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