E-Valuator
The E-Valuator is an analytical software program for individual investors, advisors and anyone responsible for the oversight of asset management. The program features an easy to use dial system that enables users to establish and track their customizable performance tolerance standards.
Integration Features
  • Access critical Veo client data such as account information, balances and positions
  • Leverage Veo client data to identify which holdings inside clients' portfolios exceed or fall short of their unique performance expectations on a daily basis
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