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Evaluation Services, the developers of APPRAISE, provides stock and bond valuations which exceed the stringent IRS requirements for Estate, Gift, & Trust tax as well as Court Accounting. We also perform capital change reporting, cost basis calculations, historical portfolio and exception list pricing.
We offer both outsourcing (full service) and technology driven (self-service) solutions which interface with third party applications.
Outsourcing your valuations to us frees you up to focus exclusively on your most important tasks. Just complete our order form and send us a list of holdings. Then, leave the work to us.
Our self-service solutions include: software, which is an older way to deploy technology, as well as state of the art "software as a service" and web based application. The newer apps are especially popular because they are easy to implement, always current, scalable, and require minimal support from your information technology departments.
Web.APPRAISE, our website for securities pricing, supports both Apple and Microsoft operating systems.
You can pay your invoices by check, credit card, or electronic fund transfer. We back all of this up with first class customer service and fair pricing.
Why not give us a try? Click HERE for a list of solutions.
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