EVP Systems

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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 9.0.3

EVP Office 9.0.3 is a minor release, and you probably don't need to upgrade unless you want any of the features or fixes listed below.

Features

  • Each EVP Office application now can use the full Western European character set (Windows-1252), including letters with accents, umlauts, tildes, and other diacritical marks; these work in every text field, including the filename
  • Print Preview in EstateVal, GiftVal, and CostBasis now includes an “Excel” button, for exporting the previewed report as an Excel file
  • EstateVal, GiftVal, and CostBasis can now be configured to suggest an initial filename based on the portfolio’s name, account number, extra filed, and/or as-of date
  • Both the Setup Wizard and the MSI installer now accept command-line arguments for setting the Account Information Key at install-time, preventing the user from having to enter it when the programs are first run
  • Pop-up dialogs from the Message Center or that ask for user information that appear unpredictably can now be suppressed by preference file settings; this was done to allow the application to be controlled by bots
  • The shares held by a lot on the date-of-death can now be edited through the Inventory dialog as well as the grid; this was done to allow the application to be controlled by bots
  • A new field on the main screen can be enabled, for portfolio-specific information not included on the reports; it maintains the last 20 entries and supports typeahead for easy repeated entry, and it can be used as part of the default filename

Fixes

  • Loading a portfolio with an existing as-of date greater then ten years ago no longer brings up a warning dialog; entering a new as-of date over ten years old still produces the warning
  • Automatic system proxy detection now recognizes the <scheme>= format as well as <scheme>://, so PAC files can return either
  • The inventory items in the Log Information dialog now have consistent font sizes across reports
  • Excel (CSV), TrustWare 11, and GEMS exports now include proper accrual date ranges for delayed-payment mortgage-backed textual information
  • Better text is now used for dividend adjustments caused by reverse splits (“Adjusted up” instead of “Adjusted down”)
  • When a security splits on the same day that a dividend goes of-record, the dividend is now properly adjusted for the split
  • Using the “Advanced” button from the Inventory Information dialog now uses the appropriate date for the action, instead of always using the valuation date
  • Evaluation Status Icons for the Alternate Date for cash, unknown identifiers, and user-defined information now appear in the proper column
  • All the dialog boxes have been re-laid out to use less vertical space, so the OK and Cancel buttons are visible on laptop screens and field spacing is more consistent
  • GiftVal now allows user-defined prices to be set for Appraisal reports
  • The Excel export now properly shows user-defined values when they’re entered as “Per Share,” “Per Par,” or “Per Security Type”

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