How complex are your needs?
On a scale of 1-5, where 1 is very simple and 5 is very complex (Consider things like the frequency of trades, corporate actions, set up of new securities and accounts. Do you have a large number of securities per account or use asset class performance? Do you edit transactions or use select lots for cost basis?As well as the inclusion of multiple batch runs, billing specs, and/or transaction editing)
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