• Skip to main content
  • Skip to primary sidebar
  • Skip to footer

EVP Systems

  • Home
  • Support
    • Contact
    • FAQs
    • Tutorials
  • Software
  • Services
  • Account
    • Sign-Up
    • Payments
    • Sales Material
  • About Us
    • The Company
    • EVP Office
    • Professional Services
    • EVP Everywhere
    • EVP Upload
    • Pricing
    • Mailing Lists
    • Legal and Compliance
    • Contact Us

What information is sent to EVP Systems during an evaluation?

By default, EVP Office sends no Personally Identifiable Information (PII) or Sensitive Personal Information (SPI) about the decedent or their estate to EVP Systems—only the security identifiers and the evaluation date are transmitted. The decedent’s name, the portfolio title, account number, the portfolio filename, and even the lot sizes are only stored locally, in the .EVP file.

Information about the user and the machine are sent with each evaluation, for billing and auditing purposes: the EVP Systems Account Code, the user’s Windows username, the EVP Administrator username (if in use), the application name and version, and the machine’s disk drive serial number. The delivery of the usernames can be turned off, but doing so prevents identification of specific evaluations with specific users via the invoice.

EVP Office users can also optionally send “Passthrough” information to EVP Systems with each evaluation. This is then returned with the invoice, allowing each evaluation to be identified. “Passthrough” data can be set to automatically mirror the portfolio’s filename, the decedent’s name, the portfolio account filed, or a combination of the decedent’s name, the account, the evaluation date, and the report type. “Passthrough” data can also be set to be an arbitrary text field on the application’s main screen.

EVP Systems respects the European General Data Protection Regulation (GDPR) and the California Consumer Privacy Act (CCPA).

Posted on July 15, 2020 •

Primary Sidebar

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

EVP Systems: Trusted for over 35 years!

Footer

About EVP Systems

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.

Get in Touch

1531 Chapala St., #1
Santa Barbara, CA 93101
(818) 313-6300 • FAX: (818) 313-6313
support@evpsys.com
sales@evpsys.com
Twitter
Mailing Lists

Explore the Site

Address Heckerling Foreign Currencies Conferences Cryptocurrency

All contents copyright © 1984–2021 Estate Valuations & Pricing Systems, Inc. ยท Do Not Sell My Personal Information