Accounting firm Perks is a longstanding member of the South Australian business community, approaching 30 years old. But a look inside the firm is also a peak into the future of how accountants and financial advisers will increasingly work together to service clients.
And Class is an integral part of that relationship.
Manager of SMSFs Kerry Bosnich says that Class consolidated portfolios, which allow all a client’s portfolios – inside and outside superannuation – to be administered on the one software platform, has made it much easier for the firm’s accountants and planners to share information and collaborate.
Perks has a large number of non-SMSF portfolios being administered by its in-house planners, as well as its SMSF administration business.
“Class provides our advisers a consolidated view of their clients in a more user friendly, visual way than other planning software” Kerry says.