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, […]
Tutorials
Lackner 6-in-1 Tutorial
Instructions for pricing Lackner 6-in-1 portfolios through EstateVal.
ONESOURCE FPS Tutorial
Instructions for getting EstateVal data into ONESOURCE FPS.
CapWatch Tutorial
A brief tutorial for CapWatch.
CostBasis Tutorial
A brief tutorial for CostBasis.
GiftVal Tutorial
A brief tutorial for GiftVal.