Do you make trust and estate or portfolio management software?
Do you want a way to easily and accurately price the securities in your portfolios, for IRS Form 706 Schedule B filing?
Do you want to price them from directly within your program, without imports or exports, or installing additional software?
Then you need...
EVP Everywhere provides EstateVal's comprehensive and accurate historical estate valuations for your program. Using standard data formats and transports, EVP Everywhere puts all the power of the industry-leading EstateVal directly into your application — 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.
|Request Format||Representational State Transfer (REST), using XML or JSON bodies|
|Response Formats||Extensible Markup Language (XML),
Portable Document Format (PDF),
Rich Text Format (RTF),
Plain Text (TXT), or
Microsoft Excel (XLSX)
|Data Transport||HTTPS, using an RSA 2048-bit certificate and SHA-256|
|Authentication||basic-auth using a Client Token and an Account Information Key|
|Pricing Engine||EstateVal 9.0.1|
|Infrastructure||AWS-based multi-AZ redundant servers|