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7.3.0

EstateVal

  • Daily Accruals for 20,000 Mutual Funds
    • EstateVal Version 7.3 is the only source for accurate daily accruals (mil rates), Date of Death accruals and accrued interest on 20,000 Mutual Funds.
      • EVP Systems did the research. EstateVal gets it right.
  • International Stock & Bond Estate Valuations
    • Pricing and Accruals for Foreign Stocks
      • EstateVal reports exchange specific pricing along with ex-dividend and accrued dividend calculations in dividend specific currencies and exchange rates.
      • For example, you have a stock traded in Euros, paying Hong Kong Dollar dividends, registered in the Cayman Islands. EstateVal gets it right.
    • Accruals on Foreign Bonds
      • Foreign fixed income accruals are more complex than those for domestic bonds. EstateVal now includes 8 unique methods for calculating accrued interest on foreign bonds.
      • EVP Systems studied the accrual methods. EstateVal gets it right.

Posted on November 30, 2011 •

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Things You Should Know

  • 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

EVP Systems: Trusted for over 35 years!

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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 35 years.

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