XEstate

Brochure (PDF)

In the course of managing accounts, the need often arises to step up the basis for securities of an estate. This is usually task that requires an administrator to look up the high and low price for each equity. The XEstate utility was created to help with this process.

XEstate does the following:

• Downloads the high and low necessary for estate valuations and step up in basis
• Automatically creates a trade blotter to post the long ins and long outs
• Includes two reports that display an appraisal with the high, the low, and the mean prices

If you are interested in XEstate, please contact Michael Herrera at mherrera@cssi.org or 610-992-9287.

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