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Release

8.5.1

Features Saving a PDF from print preview no longer exits the preview Pasting into the grid in CostBasis will now set the basis-date column if it is included in the copied data Putting an Account Information File (EVPS.DT0) in the installation directory will cause the applications to fall back to it if there isn’t one […]

Posted on October 15, 2020 •

8.5.0

Features The EVP Office applications now allow encrypted communication with the EVP Systems servers for evaluations The EVP Office applications now have proxies for secure communication, including the new encrypted evaluations, Tools โ†’ Look-Up… โ†’ Put/Call Options, metadata retrieval, user information submission PDFs can now be generated directly from the print preview, using the new “PDF” […]

Posted on June 17, 2020 •

8.4.2

Fixes A regression in previous version assigned the wrong name and file extension to several portfolio export formats, and has been fixed (This is a small but important fix if you are running EVP Office 8.4.1 and use EstateVal’s File โ†’ Export functionality. It will correct improper export format and file-extension problems.)

Posted on February 5, 2020 •

8.4.1

Features Searching on international currencies now supports synonyms; for instance, searching “pound sterling” or “British pound” now returns “United Kingdom pound” Fixes Using EstateVal to price directly from ONESOURCE no longer causes a crash EVP Office now has better error reporting for SOCKS5 proxies “Write” from the holdings print preview now works The previous release […]

Posted on January 29, 2020 •

8.4.0

Features EstateVal, GiftVal, and CostBasis can now price foreign currency, using the $ symbol and the ISO currency code in the Identifier column: $AUD is Australian dollars, $JPY is Japanese yen, etc; the amount of foreign currency held goes into the Shares/Par column, and the report will show its worth in United States dollars EstateVal, GiftVal, and CostBasis can now price […]

Posted on October 25, 2019 •

8.3.1

Features Put or call options can now be easily entered via Tools > Insert Put/Call… Add a dialog for clients to voluntary maintain their contact information Added the ability to auto-display a message to users Upgraded instruction dialog fields for Account Information and User Information to use Web-based text Date fields now autofill the previous […]

Posted on May 15, 2019 •

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Things You Should Know

  • A Lockdown Check-In on October 5, 2020
  • Upgrade Your Invoice on September 21, 2020
  • EVP Systems Introduces Modern, Streamlined Website on August 13, 2020
  • EVP Office 8.5.0 Released on June 17, 2020
  • EVP Systems Continues to Support Retired Versions of Windows on December 4, 2019
  • EstateVal 8.4.0 Prices Foreign Currencies, Precious Metals on October 25, 2019
  • GEMS Adds EVP Everywhere for Faster, Easier Pricing on April 15, 2019
  • EVP Office 8.3.1 Now Available; Features Easy Pricing of Puts and Calls on March 15, 2019
  • Reminder: Fee Changes Coming in 2019 on December 28, 2018
  • TEdec Adds Built-In Evaluations, with EVP Everywhere on December 3, 2018
  • Primary and Composite Exchange Pricing in EstateVal
  • A Brief Introduction to EstateVal

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Trusted by thousands of banks, brokerages, and law firms, Estate Valuations & Pricing Systems has been the leading provider of high-quality security evaluations for estate- and gift-tax purposes for over 35 years.

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