SMSF software implementation made easy
- What does the 90 day guided implementation look like?
- What resources does Class offer to get me up and running?
- How are funds are transitioned? Is this a manual or automated process?
- What happens post the 90 day implementation and what level of support can I expect on an ongoing basis?
"We manage over 100 Funds the majority of which already have bank and broker feeds in place under BGL. With the advent of a possible merger we have made the decision to transition our funds from both BGL (Desktop & 360) to Class.
The transitioning process and tools provided by Class enabled quick and easy migration from both BGL products. Any issues were readily attended to by their transition team.
Processing in Class has been quick and efficient resulting in excellent easy to read reporting.
We have found having access to our own support person (Sebastien) has been invaluable. His teaching technique has given us greater understanding of processes within Class and allowed us to have increased confidence using the programme.
We feel our transition has been a positive for both our clients and our staff. We have enjoyed our Class experience to date and look forward to gaining further experience and knowledge as our bank and broker feeds are implemented.
Wendy Wellington, Miller & Associates[fa icon="quote-right"]