Tool to evaluate rate of return vs. benchmark to be unveiled
E-Valuator indicates the percentage below (or above) the benchmark's return the investor is willing to tolerate.
A new software tool that helps advisers learn quickly whether a fund's rate of return meets a client's performance expectations relative to a benchmark will be launched next week at the T3 Technology Tools for Today adviser conference in Anaheim, Calif.
Developed by E-Valuator, the new tool uses dat
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