Features

• Name Preview is now on by default
• The language around the PDF cover sheet has been clarified, and both merged and report-only options are now available from the Print Preview PDF button if a cover sheet is set

Fixes

• Rounding is now done with a decimal floating point library, to eliminate corner-cases with binary floating point rounding
• Long filenames now wrap more gracefully in dialog boxes

This release provides more detailed crash reporting. If you are not having trouble with crashing in the EVP Office apps, there is no reason to upgrade.

Features

• The application, account, and user are sent to the server during name look up
• The MSI download is now cryptographically signed, like the Wizard-style installer

Fixes

• A crash now generates a pop-up dialog during the session that crashed instead of the next launch of the applications, and the crash log includes a minidump and a stack trace
• There are more debugging details added to the crash log during a Write from Print Preview

This release solely fixes a bug related to the use of Blue Coat / Symantec / Broadcom’s ProxySG. If you do not use ProxySG or are not experiencing trouble, there is no reason to upgrade from 9.1.0.

Fixes

• HTTP queries now use a proper Accept-Encoding header

Features

• Security names can now be previewed as securities are entered into the grid, via the “Show Name Preview” setting in Tools → Options → Standard
• A PDF can be prepended to the report when it’s saved as a PDF, through the “PDF to Prepend to PDF Reports” setting in Tools → Options → Report; this allows the automatic addition of disclaimers and regulatory notices that must be in a certain format
• Double-clicking on a portfolio (.evp) file now opens the document in the last application to use it, instead of always defaulting to EstateVal
• Single values with a comma in them—1,000.00 for example—can now be pasted into the grid without triggering the assumption that they are an identifier and a share amount; instead they are treated as single value
• Evaluating put/call options when their underlying security has undergone a split between the evaluation date and the processing date are now correct; the put/call OCC symbol modified to use the post-split strike price
• Copy-and-pasting invalid security identifiers into the grid now gives a warning and leaves those lots empty
• A modern-style dialog box is now used for folder browsing, allowing (among better displays and filtering) UNC paths to be entered directly into the program
• CASH and $USD identifiers no longer need to be disposed of to run an early Alternate Date evaluation
• “Secure” evaluation proxy connections now support HTTPS to the proxy as well as to the server
• The EVP Office apps now detect crashes and alert the user when they restart, copying the path to the crash log to the clipboard and asking that it be mailed to our Support Department
• The programs now write many, many more debug statements to the log, in the case that crash analysis must be done
• The ability to turn off SSL host and peer verification for self-signed internal proxy certificates is now included in the Support preferences
• A new “Foreign Prices” option is now available for the XML Report export, which does not convert the prices or the mean to US Dollars, so it behaves like the normal EVP Office report
• A new command line option—/NOPOPUPS—will turn off any Message Center, user information update, old evaluation date, and evaluation cost pop-up messages during the session
• A preferences to permanently turn off old evaluation date warnings was added

Fixes

• EVP Administrator configurations are properly read by the apps again; this was a regression in 9.0.2 and 9.0.3
• Research reports now properly pull corporate actions even if an evaluation has not previously been run
• HTML proxy errors that include long sequences of characters without a space—for instance, a URL—no longer freeze the error dialog when the “word” is unable to be wrapped

Deprecations

• This version drops support for Windows XP, Windows Vista, and Windows Server 2003; these operating systems have not been supported by Microsoft, even with security patches, for over six years

Features

• Each EVP Office application now can use the full Western European character set (Windows-1252), including letters with accents, umlauts, tildes, and other diacritical marks; these work in every text field, including the filename
• Print Preview in EstateVal, GiftVal, and CostBasis now includes an “Excel” button, for exporting the previewed report as an Excel file
• EstateVal, GiftVal, and CostBasis can now be configured to suggest an initial filename based on the portfolio’s name, account number, extra filed, and/or as-of date
• Both the Setup Wizard and the MSI installer now accept command-line arguments for setting the Account Information Key at install-time, preventing the user from having to enter it when the programs are first run
• Pop-up dialogs from the Message Center or that ask for user information that appear unpredictably can now be suppressed by preference file settings; this was done to allow the application to be controlled by bots
• The shares held by a lot on the date-of-death can now be edited through the Inventory dialog as well as the grid; this was done to allow the application to be controlled by bots
• A new field on the main screen can be enabled, for portfolio-specific information not included on the reports; it maintains the last 20 entries and supports typeahead for easy repeated entry, and it can be used as part of the default filename

Fixes

• Loading a portfolio with an existing as-of date greater then ten years ago no longer brings up a warning dialog; entering a new as-of date over ten years old still produces the warning
• Automatic system proxy detection now recognizes the <scheme>= format as well as <scheme>://, so PAC files can return either
• The inventory items in the Log Information dialog now have consistent font sizes across reports
• Excel (CSV), TrustWare 11, and GEMS exports now include proper accrual date ranges for delayed-payment mortgage-backed textual information
• Better text is now used for dividend adjustments caused by reverse splits (“Adjusted up” instead of “Adjusted down”)
• When a security splits on the same day that a dividend goes of-record, the dividend is now properly adjusted for the split
• Using the “Advanced” button from the Inventory Information dialog now uses the appropriate date for the action, instead of always using the valuation date
• Evaluation Status Icons for the Alternate Date for cash, unknown identifiers, and user-defined information now appear in the proper column
• All the dialog boxes have been re-laid out to use less vertical space, so the OK and Cancel buttons are visible on laptop screens and field spacing is more consistent
• GiftVal now allows user-defined prices to be set for Appraisal reports
• The Excel export now properly shows user-defined values when they’re entered as “Per Share,” “Per Par,” or “Per Security Type”