Snapshot
Now with Morningstar data, you have access to reports on over 18,000 funds, including fund of funds, ETFs, and Variable Annuities.
Ensure the companies you’re investing in are clean. Less than 8% of U.S. equities violate our screens.
Do you or your clients own international equities? You can find detailed reports on over 21,000 international equities to determine if you’re investments are conflicting with your values.
What Do Your Investments Say ABout You?
Learn how easy it is to identify your clients’ investments with eVALUEator’s moral and ethical screens. In seconds, you can search through the stock and mutual fund universe and provide your clients with a clear picture of how well their investments align with their values.
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Advanced Mutual FundScreening $600 / year
Designed for the advisor who mostly uses mutual fund type products but wants more information concerning the holdings and how they may violate their client's values.
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Professional Mutual Fund& Equity Screening $1,600 / year
Our premium service, giving advisors access to all of our tools for a complete analysis of both mutual funds and stocks.
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Advanced Mutual FundScreening Starting at $5,000 / month
This ultimate level allows portfolio managers unlimited access to all research and reporting to build faith-based investment products.
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1Dec
Basic Gold Training
This webinar is a pre-recorded webinar open to the general public. Take a tour of our advanced GOLD subscription to see how this tool can help you align investments biblically. [ watch ]
Testimonials
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I cannot tell you how many times the reports we have printed off have helped us close the sale. The Evalueator has closed over 4 million in sales. The latest being this week, with the possibility of another $400,000.
- B. Wayne Burke
President of Burke Financial Group -
For our clients that want to align their money with their Biblical values the eVALUEator has been an essential tool to screen their existing investments.
- John Young
Advisor with Horizon Financial Solutions -
Responsible investors realize that their financial decisions affect the future, for themselves, their children and their children's children.
- Mark Minnella
President of Integrity Investors, LLC
