A short tutorial about using EstateVal to price FASTER portfolios.
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, […]
Instructions for pricing Lackner 6-in-1 portfolios through EstateVal.
Instructions for getting EstateVal data into ONESOURCE FPS.
In-app help about Import options.