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8.5.0

Features

  • The EVP Office applications now allow encrypted communication with the EVP Systems servers for evaluations
  • The EVP Office applications now have proxies for secure communication, including the new encrypted evaluations, Tools → Look-Up... → Put/Call Options, metadata retrieval, user information submission
  • PDFs can now be generated directly from the print preview, using the new “PDF” button
  • Before an evaluation, the EstateVal, GiftVal, and CostBasis now estimate the price of the evaluation, and give the user the chance to continue or cancel
  • Warning and error dialog boxes are now colored yellow and red respectively, to draw more attention to them
  • EstateVal now allows a currency to be set on user-defined prices and will make the appropriate conversion in the calculations
  • Help → EstateVal on the Web... now attempts to open the default Web browser and only falls back to Microsoft Edge if it can’t
  • The “Contact Us” dialog now has a “Send E-Mail” button that opens up an e-mail pre-populated with information about the account and user
  • The Tools → Options... dialog now has a “Help” button with detailed information about each option
  • An arbitrary username can now be sent to EVP Systems in place of the Windows username, if a certain preference is set
  • In EstateVal, GiftVal, and CostBasis, the Name, Account, and Title can now each require values before an evaluation can be performed, if a certain preference is set
  • Preferences (including hidden preferences) can now be one-time loaded from a file via the Support options pane
  • EstateVal now has a Training Mode, accessible through Help → Training Mode
  • Passthrough data can now optionally be selected from a pre-defined list, loaded from a URL or file
  • The Passthrough field on the main screen can have its label changed with a preference setting
  • EVP Office applications now support IPv6 for evaluations

Fixes

  • Tools → Look-Up... → Put/Call Options now uses a more relaxed method of verifying its SSL certificate, to avoid host mis-match errors
  • Windows usernames are no longer sent on news queries if the option is turned off
  • Account Information Keys can now be pasted into their field even if the full field is not selected
  • A status-line description for the Contact Us menu item was added
  • Evaluation status icons now behave properly for the Alternate Date in certain corner-case situations

Posted on June 17, 2020 •

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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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1531 Chapala St., #1
Santa Barbara, CA 93101
(818) 313-6300 • FAX: (818) 313-6313
support@evpsys.com
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