Our software -- EVP Office -- is a suite of applications designed to help you generate ready-to-file reports on millions of different securities, within minutes, right from your own computer. The software is free. You pay only for usage.
EVP Office includes:
EstateVal allows you to run Date of Death and Alternate Date valuations, all within a matter of minutes. It also allows the user to customize a report to reflect sales, distributions, spin-offs, mergers, etc. prior to the Alternate Date. Distribution Date and Appraisal Date valuations are also available.
EstateVal can also check for relevant capital changes within six months prior to the Date of Death and between the Date of Death and the Alternate Date.
EstateVal is used by thousands of banks, trust officers, attorneys, and accounting firms. It's fast, accurate and easy to use. The IRS uses EstateVal to verify Form 706 filings.
CostBasis makes determining the original worth of a portfolio a snap, with space to enter not only your securities, but the date you want them priced on. The software will even adjust the number of shares for historical splits.
CapWatch is the perfect companion to EstateVal and CostBasis. CapWatch lets you review almost two million capital changes from thousands of companies and bond issuers. It's a great research tool to get the details on a spin-off or when a firm has gone bankrupt.
GiftVal gives you complete control over your gift-tax filings, including the ability to include or exclude accrual or principal on a per-lot basis. You can even easily note the basis for each lot.
Frequently asked questions and tutorials are available. Most EVP Office evaluations cost $2.00 per CUSIP and are billed monthly. All the details are available in our fee schedule.