ESI-Direct significantly improves the process by which ONESOURCE Trust & Estate Administration (OTEA) clients populate their starting assets for estates and trusts. The burdensome process of having to enter holdings into a third party estate valuation software, export the accruals/prices to a file, and then import the data into the Fiduciary Accounting (FAS) or 706 is replaced with a seamless and integrated solution.
ESI-APPRAISE & ONESOURCE Trust & Estate Administration are pleased to announce an update to the Securities Pricing Interface (Zane Valuation) for ESI-Direct.
The update provides a more streamlined interface, faster internet access, and improved data retrieval. It was released on April 15 and is available for download from
oteasoftware.com
.
To learn more about how this innovation makes your life easier and simpler, please watch the video by Earl Linton, Product Trainer for OTEA.
