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7.0.3

EstateVal and CostBasis Fixes

  • Duplicate Lot Bug Fixed: Under unusual circumstances, multiple lots could be set to the same number, causing problems with the portfolio. This has been fixed.
  • Dividend Scientific Notation Removed: Dividends will no longer every display in scientific (exponent) notation.
  • Report Font Weight: If you set a font weight for the report other than “Default,” it will now show up on the reports. This was broken in the previous version.

EstateVal Fixes

  • Trustware Export: The Trustware 11 export would often (though randomly) fail because of a memory overwrite. This has been fixed.
  • U.S. Trust Import: The U.S. Trust import now correctly imports files, even if they are white space column offsets.
  • Distribution Date and Appraisal Date Adjusted Inventories: Both types of reports now correctly load any adjusted inventories. Previously, they were ignored.

EVP Office Features

  • Do Not Send Windows User: The applications can now be set to disallow the sending of the Windows user, during log-in to the Data Center. This allows for a strict local security policy.
  • Contact Us Menu Item: All EVP Office applications now feature a “Contact Us” menu item, giving quick access to our Support Department.

EstateVal and CostBasis Features

  • Expanded Text Areas: The programs now allow longer titles, descriptions and notes.
  • Index Type: EstateVal and CostBasis now recognize security indexes and can correctly price them, with the assumption that they represent U.S. dollars.
  • Number of Lots: Both programs can now edit the maximum number of lots that can be entered into them, via the Standard Options tab.
  • Splits Shown as Integers: Information about splits is now shown as industry-standard usage, using integers — “5-for-4” — instead of decimal numbers — “1.25-for-1” — as before.
  • “Bid” Prices Re-Labeled: Prices that were listed only as a “Bid” were mislabeled and are now more correctly noted as “Market,” indicating an evaluated price based on bid, ask and prevailing trends.

EstateVal Features

  • ProBATE Export: When exporting to the latest version of Selden Systems’ ProBATE, EstateVal will now send accruals and adjusted inventories, which the previous version did not do.

Posted on January 15, 2004 •

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Things You Should Know

  • Good to Know: Reports on April 9, 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
  • EVP Systems at Heckerling 2024 on January 3, 2024
  • Happy Holidays from EVP Systems! on December 11, 2023
  • EVP Systems at the California Probate Referees Conference on November 30, 2023
  • Join us at NAEPC 2023 on November 11, 2023
  • Good to Know: The Grid on August 23, 2023
  • Announcing Fee Changes for 2023 on October 7, 2022
  • "Single Broker Quotes" Available Again on April 14, 2022
  • EVP Systems Prepared for Russia / Ukraine Conflict on March 14, 2022
  • Expat and Open Source at EVP Systems on March 1, 2022
  • EVP Office 9.0.1 Offers Built-In Calculator, More Crypto, New Export on February 8, 2022
  • Jack Barthel, 1937 - 2021 on January 19, 2022
  • EVP Systems Unaffected by log4shell and Associated Vulnerabilities on December 13, 2021
  • EVP Office 9: Something Big! on October 13, 2021
  • EVP Office 8.5.3: Secure by Default on July 13, 2021
  • Ready for Windows 11 on July 2, 2021
  • EVP Office 8.5.2: Native Excel Export, Better Copy-and-Paste, Mailing Lists on April 8, 2021
  • 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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