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Class signs wealth accounting group Findex

Class signs wealth accounting group Findex to provide trust accounting solution for Family Office clients

2 July 2019: Class and Findex’s agreement will see Class develop a range of features that will fully automate and simplify complex trust accounting requirements for Findex’s Family Office clients and deliver unprecedented efficiencies for Findex.

The ground-breaking new features will completely revolutionise trust accounting processes to provide timely information to clients seamlessly and efficiently. Importantly, it will allow Findex to accelerate growth plans and further consolidate its’ position as one of the largest accounting and family office firms in Australia and New Zealand.

Widely recognised as the leading provider of innovative cloud-based technology, Class transformed the administration of self-managed super funds when it launched its Class Super offering in 2009 dramatically reducing the amount of time required to administer a fund.  These new trust accounting features will deliver these same benefits to Australian accounting firms managing these complex investment entities.

Findex CEO, Spiro Paule said one of Findex’s core beliefs centres on the importance of intersecting technology within the client-advisor relationship. Ensuring Findex is a leader in implementing innovative fintech solutions into our business has a transformative impact on the service we deliver our clients. The collaboration with Class further enhances our already advanced SMSF market offering, with this increased capability and capacity enabling us to achieve our market growth ambitions.

We are thrilled to be collaborating with Class on this ambitious project. They have a track record of innovative and scalable fintech solutions and we’re confident this creates a market-leading solution for clients.”

Class CEO, Andrew Russell added “Class is excited to work with a firm that shares our vision and passion for reimagining how the use of innovative cloud-based technology can transform accounting firms into modern, efficient, client centric organisations.

“As recently reported in the 2019 Investment Trends Report, Class continues to dominate the SMSF software space. However, this collaboration with Findex clearly demonstrates how much more can be done to enable accountants, administrators and financial planners reimagine their business to achieve much greater efficiencies and enhanced profitability.”

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