Testimonials

What type of Advisor is eALLOCATOR best suited for?
Any advisor who wants to make rebalancing more efficient and less time consuming.

eALLOCATOR can drastically cut office expenses!

“eALLOCATOR has eliminated the need for one and one-half employees.”
Lawrence E. Howes, CFP®, Sharkey, Howes & Javer

“eALLOCATOR has greatly reduced the time it takes to rebalance our model portfolios and it’s eliminated trade errors. It allows us to change model portfolios and rebalance 1,000 client portfolios in about three hours, generating trades that go directly to their respective custodians.”
Joel Javer, CFP®, Sharkey, Howes & Javer.

“Using eALLOCATOR, we’ve been able to cut the re-balancing process down to a quarter of what it was, literally down to a matter of minutes to process a trade.”
Tim Lowry, Dean Jacobson Financial Services

Contact us for eALLOCATOR demo and details.


	Testimonials *What type of Advisor is eALLOCATOR best suited for?* Any advisor who wants to make rebalancing more efficient and less time consuming. *eALLOCATOR can drastically cut office expenses!* “eALLOCATOR has eliminated the need for one and one-half employees.” Lawrence E. Howes, CFP®, Sharkey, Howes & Javer “eALLOCATOR has greatly reduced the time it takes to rebalance our model portfolios and it’s eliminated trade errors. It allows us to change model portfolios and rebalance 1,000 client portfolios in about three hours, generating trades that go directly to their respective custodians.” Joel Javer, CFP®, Sharkey, Howes & Javer. “Using eALLOCATOR, we’ve been able to cut the re-balancing process down to a quarter of what it was, literally down to a matter of minutes to process a trade.” Tim Lowry, Dean Jacobson Financial Services Contact us for eALLOCATOR demo and details.