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Request an Evaluation

To learn about EVP Systems’ Professional Services, visit our About Professional Services page.

To have a portfolio quickly, accurately, and professional evaluated, just fill out the form below, e-mail services@evpsys.com, or fax all the relevant information to (818) 313-6313.

If you’d rather run the evaluations yourself—with lower fees—see our About EVP Office page.

Contact Information

Report Information

Select as many as you need.
Please include a pricing date for each security in the Security Information field below.
Please indicate if accruals should be included/omitted for each security in the Security Information field below.
Spin-offs, Mergers, Bankruptcies, Liquidations, and other research will be done as needed, for an extra charge.

Return Method

Select as many as needed. There is a charge for FedEx; all other methods are free.

Attach Securities

Drag & Drop Files, Choose Files to Upload You can upload up to 12 files.

Posted on July 3, 2020 • Tagged with Professional Services

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Things You Should Know

  • Join EVP Systems at Heckerling’s Diamond Anniversary on January 8, 2026
  • Happy Holidays from EVP Systems! on December 17, 2025
  • Good to Know: Reports on April 9, 2025
  • EVP Systems at Heckerling 2025 on January 8, 2025
  • Happy Holidays from EVP Systems! on December 9, 2024
  • Fee Changes for 2025 on November 1, 2024
  • We’re Going to Disneyland—for NAEPC 2024! on October 18, 2024
  • CrowdStrike BSOD and EVP Systems
  • EVP Office 9.1.3 Now Available on July 18, 2024
  • EVP Office 9.1.0: Now Available, Featuring Name Preview on January 8, 2024

Don’t let death and taxes ruin your day!

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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 40 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
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