News

As we celebrate this festive season, we want to express our heartfelt gratitude to all our clients for your trust and business throughout the year. Your partnership means so much to us, and we look forward to continuing to serve you with excellence in the coming year. May your holiday season be filled with joy, peace, and cherished moments with loved ones. Warm wishes from all of us at Evaluation Services, Inc.

The Heckerling Institute is holding its annual Estate Planning Conference from January 12 through 16, 2026 at the Orlando World Center Marriott in Orlando, FL. We will be at Booth 501 to talk about our products and services.

We were very busy in 2025 thinking about our clients and investing in a better experience for you. While we were developing and investing, our costs continued to go up, including our fees for pricing data and the underlying technology required to collect, aggregate, deliver, and support it.

The American Bankers Association is holding its annual Wealth Management and Trust Conference from February 24 through 26 in San Diego, CA. For the first time ever, Evaluation Services will be attending! We will be at Booth 504 to talk about our products and services.

We are excited to announce the latest major release of our Appraise desktop application, v8.1.0! Our team has worked hard to provide our customers with improvements, new features, and enhancements based on customer feedback. Read on to learn more!