Do you have trust and estate or portfolio files, in any format?
Do you want a way to easily and accurately price the securities in those files, for IRS Form 706 Schedule B filing?
Do you want to do it by just uploading the files and then downloading them a few minutes later, fully priced?
Then you need...
EVP Upload provides EstateVal's comprehensive and accurate historical estate valuations for your files, via batch processing. Using standard file-transmission protocols and custom parsers, EVP Upload gives you all the power of the industry-leading EstateVal without having to enter CUSIPs or write code — raw prices, complete accruals, mean calculations with adjustments, dividends, mortgage-backed factors, foreign exchange rates, and more — and all you have to do is ask.
| Subject | Details |
|---|---|
| Upload/Download Protocols | File Transfer Protocol (FTP), File Transfer Protocol over SSL (FTPS), SSH File Transfer Protocol (SFTP) |
| File Format | Custom-coded to your spec, or pre-existing |
| Filesystem Encryption | AES-256 |
| Database Encryption | AES-256 |
| Authentication | username/password over plaintext (FTP); username/password over SSL (FTPS) or SSH tunnel (SFTP) using an RSA 2048-bit certificate and SHA-256 |
| Certificate Fingerprint | 2048 SHA256 plrVj+peL80a5A3K5CWGy/eTSBGAW/7ZCrg483+wnxk (RSA) |
| URL | batch.evpsys.com |
| Pricing Engine | EstateVal 9.1.3 |
| Infrastructure | AWS-based multi-AZ redundant servers |
If you'd like to explore what EVP Upload can do for you, get in touch with us at developer@evpsys.com.