EVP Systems

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

If you’re too busy to run estates yourself and would like us to do them for you—for a higher fee—please see our About Professional Services page.

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Changes in EVP Office 9.2.0

EVP Office 9.2.0 is a major release, and we encourage you to upgrade at your earliest convenience.

Features

  • EstateVal, GiftVal, and CostBasis can now read holdings from brokerage and account statements if they’re PDFs, Excel spreadsheets, Word documents, CSVs, text files, or PNG or JPG / JPEG images; artificial intelligence processes the document and returns the security identifiers and share amounts
  • A new column has been added to the grid, to show the status of any automatically extracted lots—an “AI sparkle” icon in the right-most column means the lot was extracted via AI, while a blank space means the lot was entered manually, copy-and-pasted, or imported; an empty sparkle means the extraction was successful and the identifier looks like a security (has a proper length and check-digit, etc.) but has not been billed; a gold one means the extraction has been billed; a black one means the extraction was unsuccessful and the identifier is incorrect (and has been replaced by the text “ERR0001” where “0001” increments for each unsuccessful extraction)
  • As an aid in verifying the AI-extracted holdings, the applications can now also read out loud from the grid, so you can follow along on the printed version—just select a lot and use arrow-down to read the next one in the portfolio
  • The EVP Office applications now support multiple Account Codes, allowing the user to dynamically switch between which account is billed for usage
  • The grid in EstateVal, GiftVal, and CostBasis now support selecting multiple rows at the same time, to cut, copy, and clear them en mass
  • Right-clicking on the grid allows the sum of the shares in either the selected rows or the entire portfolio to be displayed
  • EstateVal, GiftVal, and CostBasis can now evaluate ISINs (12-digit identifiers for foreign securities)—just enter them into the grid like any other identifier
  • Duplicate identifiers in EstateVal, GiftVal, and CostBasis now have a visual indication (the background of each duplicate turns yellow); this option is defaulted to on but can be disabled via Tools → Options → General → Duplicate Identifier Color
  • Export files, and PDF and Excel reports, are now forcibly saved with the appropriate extension, to prevent accidentally overwriting EVP Office portfolio (“.evp”) files with non-portfolio data
  • The ONESOURCE / ProBate export file now includes the dated-date for bonds
  • Jimmy Carter’s funeral market closure was added to the built-in holidays
  • More calculations are performed with the high-precision math library introduced in EVP Office 9.1.3

Fixes

  • EVP Office now include a relevant client-side TLS certificate in a local CA bundle, to prevent the “local issuer” secure transport error
  • Saving a landscape-oriented report to PDF no longer shows a squashed-portrait page
  • EstateVal no longer crashes with graphics-context resource exhaustion after editing hundreds of adjusted inventories
  • Name Preview uses the invented names when in “Training Mode” instead of pulling actual identifier names
  • EstateVal properly prices on the adjusted-inventory evaluation date for adjustments to Distribution and Appraisal Reports
  • CapWatch now sizes its window correctly in all Windows configurations and at all zoom levels
  • EVP Office applications no longer wait for multiple minutes on a non-responsive server; they now time-out and retry after 15 seconds
  • Copy, Cutting and Pasting rows into the grid now support IRS values in EstateVal
  • The “XML Report (Foreign Prices)” export now sets the file-extension to “.xml” automatically
  • Corrects a misspelling in Tools → Options... → Reports

A list of changes to all previous releases of EVP Office is also available.