If you are a subscriber to ZANE 706 or ZANE FAS software package, and use EstateVal as your source for security valuations, the EstateVal/ZANE interface can help eliminate unnecessary manual entry of data between the software packages.

The EstateVal/ZANE interface is a short process. First, you'll need to create a new client in ZANE 706/ZANE FAS and enter your asset information. (If you need help on this area, please call Zane Support at (609) 768-4100.) Once assets are entered, you are ready to value. Click Edit on the menu bar and select Asset Values then Zane Securities Pricing. A box will appear where you can click Set Valuation Service, choose EVP and enter your EstateVal program's path. Choose your report type under Values and enter the valuation date. You can select some or all of the securities to send for valuation. After making your selection, click Get Values. The program will then automatically bring up EstateVal, which will price your securities and send it back to Zane. You're done! It's that easy!