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Join Us at Heckerling 2019

The Heckerling Institute on Estate Planning holds its annual conference in Orlando, Florida every January, and Estate Valuations & Pricing Systems is always there. This year is no exception, and we’re premiering EVP Office 8.3 and featuring EVP Everywhere. If you’re at the conference, please come by Booth 328 and say hello! We’d love to see you.

EVP Office 8.3 offers tons of new features and fixes, but the highlight is cryptocurrency pricing. EstateVal can now price over a dozen virtual currencies, from Bitcoin to Stellar, and is the first and only historical securities pricing system for estate taxes to be able to. Cryptocurrencies are volatile and controversial, but with a total market capitalization well into the hundreds of billions of dollars, they are showing up in more and more portfolios. You may not need to evaluate cryptocurrency today, but you probably will some day, and EstateVal will be ready.

Other prominent features of 8.3 include the ability to merge portfolios and preserve their evaluation data, and even better data entry warnings and alerts.

EVP Everywhere is a platform that allows third-parties to integrate EstateVal‘s accurate and detailed pricing into their own applications. TEdec Fiduciary Accounting Software has already released a version that allows users to instantly price their holdings, without leaving TEdec. EstateWorks Settlement and Planning Solutions and the Gillett Estate Management Suite (GEMS) are also working on integrations.

To show how easy it is to add EVP Everywhere‘s historical securities pricing to any existing system, we built a “skill” for the Amazon Echo, so Alexa is now a security pricing expert:

“Alexa, ask EstateVal to price IBM for November 15, 2016.”

For a November 15th, 2016 date-of-death, INTL BUSINESS MACHINES CORP. (IBM) had a value of $158.35 and an accrual of $1.40, for a total value of $159.75 per share.

And, finally, what would a conference be without cool swag to take home? EVP Systems has the traditional pens and mousepads, of course, but this year we’ve brought a few special items, to emphasize our message:

If you’ve got a sweet tooth, we have chocolate “bitcoins” stamped with the Bitcoin and EVP logos…

And if you’re heading back to climates a little colder than Orlando after the conference, we have custom EVP Systems socks!

Posted on January 15, 2019 • Tagged with Conferences, Heckerling

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Things You Should Know

  • Good to Know: Reports on April 9, 2025
  • Happy Holidays from EVP Systems! on December 9, 2024
  • Fee Changes for 2025 on November 1, 2024
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  • EVP Office 9.1.0: Now Available, Featuring Name Preview on January 8, 2024
  • EVP Systems at Heckerling 2024 on January 3, 2024
  • Happy Holidays from EVP Systems! on December 11, 2023
  • EVP Systems at the California Probate Referees Conference on November 30, 2023
  • Join us at NAEPC 2023 on November 11, 2023
  • Good to Know: The Grid on August 23, 2023
  • Announcing Fee Changes for 2023 on October 7, 2022
  • "Single Broker Quotes" Available Again on April 14, 2022
  • EVP Systems Prepared for Russia / Ukraine Conflict on March 14, 2022
  • Expat and Open Source at EVP Systems on March 1, 2022
  • EVP Office 9.0.1 Offers Built-In Calculator, More Crypto, New Export on February 8, 2022
  • Jack Barthel, 1937 - 2021 on January 19, 2022
  • EVP Systems Unaffected by log4shell and Associated Vulnerabilities on December 13, 2021
  • EVP Office 9: Something Big! on October 13, 2021
  • EVP Office 8.5.3: Secure by Default on July 13, 2021
  • Ready for Windows 11 on July 2, 2021
  • EVP Office 8.5.2: Native Excel Export, Better Copy-and-Paste, Mailing Lists on April 8, 2021
  • A Lockdown Check-In on October 5, 2020
  • Upgrade Your Invoice on September 21, 2020
  • EVP Systems Introduces Modern, Streamlined Website on August 13, 2020
  • EVP Office 8.5.0 Released on June 17, 2020
  • EVP Systems Continues to Support Retired Versions of Windows on December 4, 2019
  • EstateVal 8.4.0 Prices Foreign Currencies, Precious Metals on October 25, 2019
  • GEMS Adds EVP Everywhere for Faster, Easier Pricing on April 15, 2019
  • EVP Office 8.3.1 Now Available; Features Easy Pricing of Puts and Calls on March 15, 2019
  • Reminder: Fee Changes Coming in 2019 on December 28, 2018
  • TEdec Adds Built-In Evaluations, with EVP Everywhere on December 3, 2018
  • Primary and Composite Exchange Pricing in EstateVal
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EVP Systems: Trusted for over 40 years!

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About EVP Systems

Trusted by thousands of banks, brokerages, and law firms, Estate Valuations & Pricing Systems has been the leading provider of high-quality security evaluations for estate- and gift-tax purposes for over 40 years.

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