How Class works with your accountant, adviser or administrator
Class helps accountants and advisers to more accurately and efficiently administer, manage, and report on their clients’ SMSFs and other investment portfolios. Daily, direct and secure data feeds from banks, brokers and platform providers ensure data is accurate and up to date.
While Class software can only be licensed by wealth professionals, trustees and investors can still have their own 24/7 secure online access, from any device. This means you can quickly view your investment income, performance, valuations, asset allocation and more – wherever you are. Having this up to date access to your data keeps you in the picture, and helps feed your investment decisions.
