June 4, 2019 "Time Saver & Helpful Hint" weekly eNewsletter 
WeeklyNewsWho is ESI-APPRAISE & how can we help you?  
 
While we offer the typical outsourcing and software services, we are especially renowned for our cloud computing and software as a service solutions.

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TSHH Time Saver & Helpful Hint
 
This week's Time Saver / Helpful Hint is:
"I don't need to upgrade the APPRAISE software even though I have a new computer? "
One of our clients recently received a new computer so they contacted us to inquire about arranging for their information technology group to download and install the latest version. We had very good news for them. Since they subscribe to APPRAISE.ASP, our software as a service (SaaS) solution, they did not have to do anything as they already had the current version. A SaaS solution offers the best of two worlds. The software runs on our servers, so there is no installation and it is always current, and the data is stored on our client's servers for privacy.
   
Last week's Time Saver / Helpful Hint topic was:
"Non US Bonds "
You can access the eNewsletter by clicking HERE.     
TSHH Solution Of The Month
 
"APPRAISE in the Cloud "
Appraise in the Cloud
APPRAISE in the Cloud, by Evaluation Services, Inc. provides securities valuations and cost basis calculations in a web-based environment without software installation. You can access this service from any location. Appraise in the Cloud operates on tablet PCs, including Apple and Android, as well as conventional computers.

Appraise in the Cloud is available for date of death / alternate date, gift tax, market value, & closing price reporting. All you need to generate an instant valuation is a credit card or account number, CUSIP/Ticker information (it accepts SEDOL numbers as well) and the shares/par value. You can email completed valuations, in PDF format, without leaving the application. This service is designed as a pay-as-you-go service with no recurring fees. There are no downloads and we do not store your credit card information.
  
To learn more, click on the icon below.
 
Web based securities pricing for estate tax returns and other purposes 
Web based securities pricing for estate tax returns and other purposes
UpcomingEvents Upcoming Events

Events we are coordinating:
- Thu, Jun 13: System maintenance beginning at 5:30p ET.
  (all online services will temporarily be unavailable) 
 
Events we are attending:    
- Wed, Jun 19: Greater NJ Estate Planning Council meeting
- Thu, Jun 27: Estate Planning Council of Bergen County meeting 
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Evaluation Services Inc. | 201.784.8500 |   Email | Website
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