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Benefits of APPRAISE-WEB
- In full compliance with IRS Regulations.
- Runs from anywhere Internet access is available.
- No software to install or help from Information Technology required.
- Reports can be emailed to yourself, associates, or clients in PDF format.
- Payment can be charged to a
Debit / Charge card or sent as a month end invoice.
- Click HERE for APPRAISE Web Service Fees.
- Central asset file allows creation of a personal universe of securities as well
as manual pricing.
- Easy to use.
- Email access to technical support for usage and data questions.
- Portfolios are saved for 10 months for future viewing or altering.
- Android and iOS Compatable
- Choice of single or two step authentication
- Technology Review by www.wealthmanagement.com
Report Types
- Date of Death
- Alternate Date
- Gift Tax
- Market Value (mean price)
- Closing Prices
How do I order:
- If I want to pay by credit card – fill in the “I do not have an account” section
to the left.
- If I want a month end invoice –
click here
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