eVALUEator is an intuitive, easy-to-use program used for moral analysis and research of more than 11,000 mutual funds, fund of funds, variable annuities, and ETFs. It is based on original data by Morningstar, Ltd. It includes customizable charts, reports, comparisons, rankings, ratings, filtering, portfolio modeling & development. eVALUEator will help you identify the best funds for you or your client.
INVESTigator supplies moral analysis on individual equity research. With the same functionality and customizable searches as eVALUEator, INVESTigator will generate analysis and research of almost 30,000 individual companies (including public, private and corporate bonds) so that you can eVALUEate and build portfolios that will suit you or your client.
Since 1995, eVALUEator has been analyzing mutual fund holdings based on Biblical principles.
eVALUEator has exclusive rights to the most documented research from a third-party firm. This research is accessible on our higher level subscriptions.
We provide the tools necessary to help align investors' values with their investment portfolios.
With eVALUEator and its FINRA reviewed marketing tools, you can begin broadening your investment practice to include values-based research. This unique product combines the power of eVALUEator (mutual fund screening) with INVESTigator (stock screening), providing reports with harmonious research data. You will be able to provide your prospects' and clients' evaluations of their current portfolios from both a moral and financial perspective. Having this fresh perspective will help you and your clients create a movement toward corporate change.
Morningstar, Inc. is a leading provider of independent investment research in North America, Europe, Australia, and Asia. The company offers an extensive line of products and services for individual investors, financial advisors, asset managers, and retirement plan providers and sponsors. Morningstar provides data on more than 500,000 investment offerings, including stocks, mutual funds, and similar vehicles, along with real-time global market data on more than 16 million equities, indexes, futures, options, commodities, and precious metals, in addition to foreign exchange and Treasury markets. Morningstar also offers investment management services through its investment advisory subsidiaries, with more than $180 billion in assets under advisement and management as of June 30, 2015. The company has operations in 27 countries.
Why are these tools essential to your practice?
Hear some valueable points concerning eVALUEator, your clients and your practice.Video #1