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