with a whole of wealth view
Simplify portfolio administration across SMSF and non-SMSF entities.
Get Class Portfolio for free 'til 30 June 2018*.
Make the easy move to Class Portfolio with free transitions, free implementation, free training and free support.
"Class Portfolio has improved efficiency in our practice for non-SMSF portfolios but more importantly, the consolidated ‘whole of wealth’ view has allowed us to provide new value added services and insights to our clients"Hayden Booth,
Wynn & Bennett
Class Portfolio simplifies portfolio administration
An easy to use, award winning** solution for accountants and planners to simplify the administration of non-SMSF portfolios such as companies, trusts and individuals.
Class Portfolio drives greater efficiencies and profitability, provides a consolidated whole of wealth view, creates revenue stream opportunities and boosts client service levels.
**Australian Financial Review - Top 50 most innovative companies 2015
Portfolio administration does not have to create a heavy burden for your practice.
Secure, direct-connect daily data feeds, auto matching and a consolidated whole of wealth view provides up-to-date investment performance information - improving efficiency and increasing profitability.
Class Portfolio is a cloud-based solution that provides a unique, up-to-date whole of wealth view across SMSF and non-SMSF investments - a view that can be easily shared between planners, accountants and investors.
Plus, you can access daily investment balances and valuations; automate income generation, manage bulk processing of complex corporate actions, receive instant property valuations and more!
The $1.6 million cap imposed on SMSFs has created the need for accountants and planners to consider client investments outside of superannuation.
This is creating opportunities for SMSF specialists to expand their service offerings and create new revenue streams for their practice.
The new generation of investors want greater visibility and easier access to their up-to-date financial data.
With Class Portfolio's client view and mobile app, you can provide your clients with access to their daily valuations, asset allocation, investment performance, CGT position and more - anywhere, anytime.
Get Class Portfolio for free
For a limited time only, get Class Portfolio for free til 30 June 2018*
Register your interest in this offer and we'll be in touch shortly.
*Terms and conditions
- A minimum of 25 net new Class Portfolio licences to be loaded during the 30 day implementation
- Sign up before 31 Mar 2018 and pay no licence fees for new Class Portfolios until 1st July 2018
- Portfolios must be submitted to the Class transitions team in batches of 10 portfolios or more
- Free transitions during the 30 day implementation. The free transitions service will only provide a 30th June opening position in Class Portfolio
- Should the minimum volumes not be reached during the implementation, the promotional offer will be withdrawn and standard charges will apply
- Strictly limited – offer ends when the implementation team reaches capacity