• Skip to main content
  • Skip to primary sidebar
  • Skip to footer

EVP Systems

  • Home
  • Support
    • Contact
    • FAQs
    • Tutorials
  • Software
  • Services
  • Account
    • Sign-Up
    • Payments
    • Sales Material
  • About Us
    • The Company
    • EVP Office
    • Professional Services
    • EVP Everywhere
    • EVP Upload
    • Pricing
    • Mailing Lists
    • Legal and Compliance
    • Contact Us

Join Us at Heckerling 2019

The Heckerling Institute on Estate Planning holds its annual conference in Orlando, Florida every January, and Estate Valuations & Pricing Systems is always there. This year is no exception, and we’re premiering EVP Office 8.3 and featuring EVP Everywhere. If you’re at the conference, please come by Booth 328 and say hello! We’d love to see you.

EVP Office 8.3 offers tons of new features and fixes, but the highlight is cryptocurrency pricing. EstateVal can now price over a dozen virtual currencies, from Bitcoin to Stellar, and is the first and only historical securities pricing system for estate taxes to be able to. Cryptocurrencies are volatile and controversial, but with a total market capitalization well into the hundreds of billions of dollars, they are showing up in more and more portfolios. You may not need to evaluate cryptocurrency today, but you probably will some day, and EstateVal will be ready.

Other prominent features of 8.3 include the ability to merge portfolios and preserve their evaluation data, and even better data entry warnings and alerts.

EVP Everywhere is a platform that allows third-parties to integrate EstateVal‘s accurate and detailed pricing into their own applications. TEdec Fiduciary Accounting Software has already released a version that allows users to instantly price their holdings, without leaving TEdec. EstateWorks Settlement and Planning Solutions and the Gillett Estate Management Suite (GEMS) are also working on integrations.

To show how easy it is to add EVP Everywhere‘s historical securities pricing to any existing system, we built a “skill” for the Amazon Echo, so Alexa is now a security pricing expert:

“Alexa, ask EstateVal to price IBM for November 15, 2016.”

For a November 15th, 2016 date-of-death, INTL BUSINESS MACHINES CORP. (IBM) had a value of $158.35 and an accrual of $1.40, for a total value of $159.75 per share.

And, finally, what would a conference be without cool swag to take home? EVP Systems has the traditional pens and mousepads, of course, but this year we’ve brought a few special items, to emphasize our message:

If you’ve got a sweet tooth, we have chocolate “bitcoins” stamped with the Bitcoin and EVP logos…

And if you’re heading back to climates a little colder than Orlando after the conference, we have custom EVP Systems socks!

Posted on January 15, 2019 • Tagged with Conferences, Heckerling

Primary Sidebar

Things You Should Know

  • 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

Don’t let death and taxes ruin your day!

Footer

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.

Get in Touch

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

Explore the Site

Privacy Excel EVP Office EVP Systems Payment

All contents copyright © 1984–2021 Estate Valuations & Pricing Systems, Inc. ยท Do Not Sell My Personal Information