BLOOMINGTON, Minn. (PRWEB) January 26, 2021
The E-Valuator Software was selected as a finalist for the Compliance category due to the many features housed within the program that help advisors and advisory firms meet and exceed their compliance obligations. Some of these features include the ability to monitor portfolio performance more accurately and efficiently for each client account, document investment decisions on the fly, and mitigate fiduciary liability while increasing communication with clients.
“To be nominated as a finalist in the Compliance category from Family Wealth Report is a huge privilege,” said Kevin Miller, CEO. “It shows the steps we took to ensure advisor compliance is a focal point of our software truly strengthens the advisor client relationship.”
One of the main focuses from Kevin Miller at the beginning of building The E-Valuator Software was to create a transparent process for investment firms that removes emotion. “Managing assets with a rules-based approach allows advisors to operate more efficiently across all clients. The result of a rules-based approach ultimately removes emotions and mitigates the potential for liability as a fiduciary.”
Stephen Harris, ClearView Financial Media’s Chief Executive and publisher of Family Wealth Report, was first to extend his congratulations to all finalists. He said: “The firms and individuals who are finalists in our 8th Family Wealth Report Awards program are all worthy competitors, and I would like to extend my heartiest congratulations. These awards are judged by an independent panel of judges and finalists are selected on the basis of entrants’ submissions and their response to a number of specific questions, which had to be answered focusing on the client experience, and not only on quantitative performance metrics. That is a unique, and I believe, compelling feature. These awards will recognize the very best operators in the private client industry, with ‘independence’, ‘integrity’ and ‘genuine insight’ the watchwords of the judging process - such that the awards truly reflect excellence in family wealth management. I’m delighted that we have made these annual awards the brightest, and most keenly contested highlights in the family wealth management calendar.”
Winners will be announced on May 6th, 2021 in Family Wealth Report alongside a series of videos and publications.
About The E-Valuator Software
The E-Valuator Software compares the world of ETFs and mutual funds against their Morningstar benchmarks with respect to a wide range of performance inputs established by the user. It was designed with an emphasis on being personable to any investor, generating highly visual reports, and making the lives of investment professionals easy.
About Family Wealth Report
The annual Family Wealth Report Awards program recognizes the most innovative and exceptional firms, teams and individuals serving the family office, family wealth management and trusted advisor communities in North America.