ESI-APPRAISE & ONESOURCE Trust & Estate Administration are pleased to announce an update to the Securities Pricing Interface (Zane Valuation).
The update provides a more streamlined interface and improved data retrieval.
ESI-Direct, version 1, introduced nearly a decade ago, significantly improved the process by which ESI-APPRAISE & ONESOURCE Trust & Estate Administration (OTEA) clients were able to 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 was replaced with a seamless and integrated solution. Additionally, the cumbersome process of (Enter, Value, Export, Import) did not allow for distribution reporting. It’s easy to see why ESI-Direct v1 was enthusiastically adopted.
Since then, the underlying technology has advanced and we collaboratively saw an opportunity to improve the product. ESI-Direct version 2.1 improves the speed and reliability of the valuation process.
Since ESI-Direct v2.1 was released in June, the broadband circuit supporting this service was upgraded and users are experiencing faster response time.
To learn more about how this innovation makes your life easier and simpler, please watch the video by Earl Linton, Product Trainer for OTEA.
