Our Free and Informative 10/13/2024
Time Saver and Helpful Hint E-Newsletter is Available!
This(week)'s feature article is: |
|
|
|
Why CUSIP numbers are betteridentifiers than ticker symbols forvaluations
|
Did you receive your edition by email?
Thank you for your business.
|
We're Evaluation Services, Inc. and we are experts in global stock and bond valuations
and capital change reporting since 1985. We help you minimize the possibility of
an audit by enabling you to submit ready-to-file reports, accessing over 4 million
current and historical listed stocks and bonds prices, from 1968.(See Completed Coverage)
.
You can find a complete list of our services here
Whether your needs call for global stock and bonds valuations, capital change reporting,
or cost basis calculations, ESI has several ways to submit your request:
APPRAISE.Windows: Download the latest version
of our Desktop software and work online, completing reports on your own computer.
APPRAISE.Cloud: After months of development, we are
proud to introduce the only Internet product available for date of death, alternate,
gift tax, and distribution valuations - APPRAISE.Cloud.
You can create a new/access prior valuations from any computer with Internet access.
All you need to generate an instant valuation is a credit card or account number,
CUSIP®/Ticker, and the shares/par value.You can email completed valuations, in PDF
format, without leaving the application. This is a pay-as-you-go service with no
recurring fees. There are no downloads and we do not store your credit card information.
APPRAISE.ASP: APPRAISE ASP (Application Service
Provider) is a Software as a Service solution. It allows you full access to our
complete software package with one simple click of a button. The only
requirements are a web browser, username, password, and download of a Citrix
applet. (Request New Account Now) All portfolio information is stored on your
computers.
APPRAISE.E-Mail/Fax: APPRAISE.Mail/Fax: Send
your valuation request via fax or email. Print out our order form, fax it or
email it, and let our dedicated professionals process it promptly.
For quick, accurate, and economical stock and bond valuations and capital change
reporting, no company does it better, faster, and for less than Evaluation Services,
Inc. We give you access to all the tools, information, and professional support
you need to increase your profits and serve your customers better.
|
Appraise's Securities Coverage
Appraise offers a broad range of global securities and related financial data from
all major markets and exchanges. Evaluation Services collects, edits, maintains
and delivers global data on more than 4 million securities, as well as evaluations
for more than 3.6 million municipal bonds.
In addition, Evaluation Services maintains proprietary data for numerous other issues.
Our complete coverage is as follows:
|
|
Security
|
Starting
|
|
Major Exchanges (NYSE, AMEX, NASDAQ, NYBE, Regionals)
|
1969
|
|
Unlisted Corporate Bonds
|
1975
|
|
Medium Term Notes
|
1987
|
|
High Yield (Junk) Bonds
|
1985
|
|
U.S. Government and Agency Obligations
|
1972
|
|
Stripped Coupon Bonds
|
1987
|
|
Municipal Bonds
|
Past 5 years
|
|
International Stocks and Bonds
|
1975
|
|
UIT - Unit Investment Trust
|
1986
|
|
GNMA, FNMA & FHLMC
|
1975
|
|
ADR -American Depository Receipts
|
1992
|
|
Series E, EE, and H Savings Bonds
|
1970
|
|
|
|