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.
|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|
|Authentication||username/password over plaintext (FTP), SSL (FTPS) or SSH tunnel (SFTP)|
|Pricing Engine||EstateVal 8.5.1|
|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 firstname.lastname@example.org.