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Have any fellow TPA firms found software that will scan brokerage statements for certain items such as contributions, withdrawals, dividends, etc and convert into an excel file for ease of starting the trust accounting process? We have found a significant number of clients recently that are moving back to individual brokerage accounts making the trust accounting much more labor intensive and with room for data entry errors.  Looking for any best practice tips from other firms that have found efficiency solutions with brokerage trust accounting.

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