Release

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 […]

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 → Look-Up… → Put/Call Options, metadata retrieval, user information submission PDFs can now be generated directly from the print preview, using the new “PDF” […]

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 → Export functionality. It will correct improper export format and file-extension problems.)

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 […]

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 […]

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 […]