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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

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
Contact Account Support


I do not have an account

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