- Research Reports: EstateVal now offers Research Reports, a fast and convenient way to gather all the significant capital changes for every security in a portfolio for six months prior to the Date of Death or the Alternate Date.
EstateVal and CostBasis Features
- XML Storage Files: EVP Portfolio files now use a well-formed, non-validating XML file to store their data.
EstateVal, CostBasis, CapWatch and EVP Administrator Features
- Windows/Office XP Look-and-Feel: All the EVP Office applications now feature the Windows XP look-and-feel, as well as the Office XP menus and toolbars. On older version of Windows, only the Office XP menus and toolbars are used. On machines with 256 colors or fewer, Office 97 menus are used.
EstateVal, CostBasis and EVP Administrator Fixes
- Data Path No Longer Reset: If an EVP Office was using the suite’s enterprise features and a data path had been defined for the application or group, then it would over-ride the user’s settings. This has been fixed.