Web Appraise
Why Web Appraise?
Web Appraise is an entirely browser based web application. It is easily accessible from any device with standard internet connectivity. Your portfolios are saved to your account. This means you can create and access valuations from anywhere! All you need to generate an instant valuation is a credit card (Non-subscribers) or an account number (Subscribers), CUSIP/Ticker, and the shares/par value. Non-subscribers pay per valuation at the time of pricing while Subscribers benefit from a monthly invoice and lower per-valuation costs. There are no downloads and we do not store your credit card information.
Report Types
- Date of Death
- Alternate Date
- Gift Tax
- Market Value (mean price)
- Closing Prices
Benefits
- In full compliance with IRS Regulations
- Runs from anywhere Internet access is available
- No software to install
- Reports can be sent to a recipient of your choice as a PDF
- Pay via Visa, MasterCard, American Express as a non-subscriber or month end invoice if you become a subscriber
- Create and save your own manual security entries for use in any valuation you wish
- Intuitive, user-friendly design
- Portfolios are saved in your account but can be downloaded at any time
Web Appraise Fees
| Account | |
|---|---|
| Annual Subscription | $150.00 |
| Subscription | |
| Standard Security | $2.90 |
| + CMO Surcharge | + $4.45 |
| + Foreign Surcharge | + $4.45 |
| Non-Subscription | |
| Standard Security | $4.70 |
| + CMO Surcharge | + $4.70 |
| + Foreign Surcharge | + $4.70 |