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Class and Simply Wall St announce new integration, providing investors and advisers with sophisticated portfolio insights

Thursday 8 September 2016 – Class, the developer of Class Super and Class Portfolio, has announced a unique integration with Simply Wall St, an online platform and mobile app which helps investors make better informed decisions.

The integration allows Class’ clients to leverage Simply Wall St’s institutional quality market research to better manage and review their portfolios on a global basis. It provides users with a comprehensive suite of client focused infographics, that clearly explain the key metrics of their own portfolios at an aggregate portfolio and/or a specific holding level.

The Simply Wall St platform runs in-depth analysis on over 15,000 individual stocks in Australia, the US and UK, plus investment portfolios, quickly identifying underlying strengths and weaknesses.

Kevin Bungard, CEO of Class, explains: “This new solution delivers a unique combination of Class’ market leading portfolio and accounting reporting solutions for all entity types, with Simply Wall St’s innovative global portfolio visualisation capabilities, for both advised and unadvised clients. Simply Wall St is another great example of innovation in the wealth management space, and we’re excited to be part of this new integration.”

Al Bentley, CEO and Founder of Simply Wall St, adds: “Partnering with an industry leader like Class is a massive step for us as a startup. Simply Wall St was built out of the founders’ frustration with the current retail investing experience. Many SMSF investors face the same difficulties, so I’m excited we will now be able to help this group of people via Class.”

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