Company Information

Get to know Estate Valuations & Pricing Systems, Inc. (EVP Systems)

Founded in 1984, Estate Valuations & Pricing Systems, Inc. (EVP Systems) specializes in providing accurate and reliable historical securities pricing for estate and gift tax purposes. The company's flagship software, EVP Office, is widely used by attorneys, accountants, bank trust departments, and other fiduciaries to automate the valuation of securities for U.S. estate tax returns (Form 706) and gift tax returns (Form 709). Their service simplifies the complex process of gathering historical pricing data, including dividends, accruals, and corporate actions, ensuring compliance and accuracy for tax professionals.

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Estate Valuations & Pricing Systems, Inc. (EVP Systems)

United States

Founded in

1987 (39 Years)

Founded

Last online: No recent activity

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BridgerPay

(180 reviews)

Cyprus

2017

(9 years)

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A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.