Class and MA Operator partner to deliver new efficiencies and sophistication for financial advisers
Tuesday, 23 August 2016 – Class, the developer of Class Super and Class Portfolio, has partnered with MA Operator, a new fintech which provides managed account and direct client portfolio services for financial advisers.
The partnership will enable Class users to securely and instantly automate client data entry and synchronise transactions in MA Operator. This will further increase the efficiencies already offered by MA Operator which reduces the cost and effort of administration, on boarding and ongoing service obligations of monitoring and managing client portfolios.
MA Operator also provides sophisticated rebalancing, analytics and automated ROA generation. These features combined with Class’ administration and reporting capabilities will help advisers to deliver more efficient and sophisticated advice.
Kevin Bungard, CEO of Class, explains: “MA Operator has the goal of bringing a whole new level of efficiency to the managed account industry, by automating the complete workflow for financial advisers. We’re excited to be working with MA Operator to assist our users with increasing profitability and delivering better client service.”
Shannon Bernasconi, co-founder of MA Operator adds: “As well as removing inefficiencies in the industry, we want to give advisers more power to construct portfolios that will demonstrate real value to their clients. Our partnership with Class, a leader in innovative administration software solutions, supports this ambition.”