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TPA Assets is your investments dashboard, designed to simplify trust accounting and statement management.

TPA Assets

This section will guide you through navigating the status report by investment account.

Status Report

The Plan Summary page is designed to help you review trust accounting details before exporting them to client files.

Plan Summary

The Account Summary page is where you can manage, edit, and reconcile brokerage statements.

Account Summary

Andrew Flowers

Investments dashboard, designed to simplify trust accounting and statement management.

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Trust Accounting

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