Instructions for pricing Lackner 6-in-1 portfolios through EstateVal.
Tutorials
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.
EstateVal Tutorial (Advanced)
A walk-through of EstateVal’s advanced features.