eAllocator - Home Page

How much time do you spend rebalancing client portfolios?
eAllocator will reduce that time dramatically so that you can
spend more time with your clients, less with their portfolios.

eAllocator will handle portfolios at the house or account
level. Never generate an unnecessary short-term capital gain or
miss another short-term redemption fee again. Trades are
automatically uploaded and reconciled to save you time.

eALLOCATOR was developed by Joel Javer, CLU, CFP®,
a principal of Sharkey, Howes & Javer. Joel has been advising
clients and re-balancing their portfolios since 1985.