As of the last quarterly update, our Common Asset List includes thousands of issues. If you do not already have our Common Asset list you may want to consider adding it. If you know the Asset ID/Ticker or CUSIP number the Common Assets Search feature will display and facilitate an automated update of the security name, sort name, asset type, tax class, & income type. This feature can greatly reduce the amount of time spent entering original asset, subsequent asset, and purchase entries.
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.
To learn more about how this innovation makes your life easier and simpler, please watch the video by Earl Linton, Product Trainer for OTEA.
