If you are a subscriber to the Gillett Estate Management Suite (GEMS) GEM706 or GEMAcct programs, the EstateVal/GEMS interface can eliminate manual entry of data between the packages. EstateVal to GEMS To export an EstateVal portfolio’s pricing data to GEMS, first you’ll need to configure the export file format. Select Tools → Options… → Export, […]
GEMS now integrates EstateVal pricing, directly in their software, using EVP Everywhere.
GEMS now integrates EstateVal prices, using EVP Systems’ EVP Everywhere.