Product & Content Updates

New Releases

• Introducing Contact Sync APIs: Connect Value Builder to Your CRM (EARLY ACCESS)

  [Value Builder now offers Contact Sync APIs (currently in Early Access), enabling you to connect Value Builder directl...]

• Estimate of Value Improvements

  [ The redesigned Estimate of Value workflow provides you with improved valuation accuracy, additional valuation method...]

• Estimate of Value Data Update 2025 (NAICS & DealStats Refresh)

  [ Table of Contents Overview What’s Changing Industries Requiring Advisor Action Where You’ll See the Update FAQs Add...]