Web Site Review: EVP, Paid Valuation Service

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Screenshot of EVP web site

Where: http://www.evpsys.com/

Who: Estate Valuations and Pricing Systems, Inc., California

What: Securities pricing

Overview: EVP is a paid service for valuing traded securities.

Highlights

  • The site loads quickly, has a simple, eye-pleasing layout, and is easy to navigate.
  • The on-site tutorials are clear and concise.
  • The databases are extensive, with securities prices available from 1972.
  • Generated reports are easy to follow and understand. Report information includes dividends, splits, and can be created for alternative and other valuation dates necessary for estate and trust tax returns.
  • According to the site information, the IRS uses EVP to check valuations for estate tax returns.

Potential Drawbacks

  • EVP is a paid service. You can find the same information for free elsewhere if you’re willing to put in the time.
  • Getting started takes practice, and there’s no “Start Here” guide. You have to hunt a bit to find what the fees are and how to download and work the software.
  • You’ll need to locate CUSIP numbers before you begin.

Opinion: EVP offers a quality service at a reasonable price. The software is a timesaver if you have an estate with a large portfolio.

Taxing Lessons Final Grade: A

Review Policy Disclosure: Taxing Lessons receives no compensation for web site reviews and has no affiliation with the reviewed sites.

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