How Intello’s partnership with Class helps facilitate SMSF growth
Yasmin Omar-Meer
Associate Director, Strategic Partnerships, Intello
Success Stories
“Being able to review financials and investment reports in real time has enabled our staff to have more meaningful conversations with our clients. Class Trust has also removed a significant number of bottlenecks we would traditionally see when processing Trusts.”
Timothy Kyriazis
Project Manager
“Class Trust gives us comfort that we’ve captured all of the information on a client’s portfolio, leading to more complete and accurate outcomes.”
Winston Lee
Assistant Manager – SMSF
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