EstateVal is a PC-based Windows program. It retrieves data from the EVP Systems Data Center via the internet. It retains and stores data locally in an XML file with extension evp (e.g. sample.evp).
Within EstateVal the user enters the date of death, as well as the CUSIP and number of shares, or par value, for each of the securities held. The user can also enter a Name, Account, Title and Notes to be included on the report, but these items are optional and reside only on the user's computer. The number of shares held (or par value) is also local and not transmitted to EVP Systems.
After entering the portfolio, the user saves the data locally and requests a valuation. EstateVal links to the EVP Systems Data Center and makes a series of requests, such as descriptions, pricing, dividends, etc. The requests include the CUSIP number and the date of death. EstateVal saves all of the information needed to generate a report on the user's computer in the "evp" file.
EVP Systems knows only the valuation date and the list of securities identified by CUSIP numbers. Account information and file names are never transmitted.
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