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EVP Office 8.3.1 Now Available; Features Easy Pricing of Puts and Calls

EVP Systems is proud to announce EVP Office 8.3.1, including the latest version of EstateVal, now available for free download. This release’s headline feature is easy entry of Puts and Calls.

Put and Call positions are usually listed on brokerage reports using the ticker of the security, the position type (a put or a call), and the expiration date, and strike price. But how do you get that information into EstateVal to find out what the holdings are worth? It’s easy! With version 8.3.1, just click on the new Tools → Look Up Put/Call CUSIP… menu item.

The Look Up Put/Call CUSIP dialog comes up and you enter the information you have, including the number of options (which EstateVal will translate into the proper number of shares, depending on if the put/call is a normal or “mini” option).

Clicking Look Up will find the appropriate CUSIP and insert it into the portfolio grid, along with the number of shares.

And that’s it! You can now enter all your Put/Call options into EstateVal for accurate, fast, and easy pricing.Check out all the features and fixes in the new version of EVP Office on our website.

Posted on March 15, 2019 • Tagged with EVP Office, Puts/Calls, Release

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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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