24 Acquisition International - Worldwide Finance Awards 2022 May22132 Best Investment Analytics Software Platform - Midwest USA hen it comes to making life easier, technology plays a big role. Finding new ways of simplifying the complexities in our lives is one of its major appeals. The E-Valuator is another tool in the toolbox of resources that people are turning to, and when you look more closely at what it has to offer, it’s easy to see why. When people turn to The E-Valuator, they turn to a product which can analyse mutual funds and ETFs against their Morningstar benchmark following customized metrics. This allows for individuals to create specific portfolio accounts, monitor investments and to generate easy-to-understand reports. In short, this is a tool which not only saves advisors a significant amount of time and money, it makes what was previously a complex task easy. This ease-of-use has long been a driving force for the team, with their goal being to create the most beneficial product possible for the financial sector. The first step was to create a tool that could accurately assess a client’s investment philosophy and tie that into the analytics. When this had been achieved, the team continued to evolve their product, branching out into new sectors to meet the requirements of the analytics industry. A slew of additional features have made it into the invaluable product that it is today, and there are still many more yet to come. New trends and ideas are constantly being researched and developed, with current clients always being the first port of call to discover what they need to thrive. Because these are the people who use the product everyday, they are the most familiar with not only what it offers, but what it could offer to make life more straightforward. The team’s incredible software has found use in a variety of situations, including in university classrooms as a teaching tool. As such, the brightest and best minds in academia are able to offer an invaluable perspective on what might be done. The adaptability of The E-Valuator is due, in no small part, to the small team that makes everything happen. Working closely with programmers, even the most ambitious of ideas can be implemented with ease. Everyone in the company is involved in brainstorming, creating an environment which is collaborative and filled with bold new concepts. Because each individual has their own unique skillset, collaboration means that product development is not only swift, but better for customers because a diverse range of opinions have gone into it. W Investment can be a challenging industry to work in, but technology can play an important role in making that process more straightforward. The E-Valuator does exactly that, and the success of the product has been justly recognised in Acquisition International’s Worldwide Finance Awards 2022. We took a detailed look ourselves to see how these software specialists have made major strides for the industry. Despite this impressive track record, The E-Valuator is always being expanded and improved. In fact, the team are currently developing a program which has the potential to be even more influential. The aim is for this new product to create highly personalized wealth management strategies that shift assets from higher risk to lower risk as it comes time for those assets to be used. The demand for such a product has been high indeed, and the team are delighted to be able to fulfil that demand in the coming months. Technology has immense power, and leveraging it in the right way has the potential to have an enormous impact on how we live and work. That’s what drives this impressive team forward, and what has allowed them to secure such a high level of success. Company: The E-Valuator Name: Jake Miller Email: [email protected] Web Address: https://e-valuator.com/
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