Class streamlines investor access; Simply Wall St first partner to leverage new functionality.
Wednesday 13 June 2018 – Class, the developer of Class Super and Class Portfolio, has announced the enhancement of its partner program, delivering new functionality that allows partners to build applications that support direct access for investors and planners. Previously, the ability to connect and share data via partner integrations was largely restricted to accountants.
The first Class partner to leverage this new functionality is Simply Wall St, an online platform and mobile app which helps investors make better informed share portfolio decisions.
Simply Wall St provides users with a comprehensive suite of client focused infographics, that clearly explain the key metrics of their own share portfolios at an aggregate portfolio and/or a specific holding level. The platform runs in-depth analysis on individual stocks in 27 markets worldwide including Australia, the US and UK. The platform also analyses investment portfolios, quickly identifying underlying strengths and weaknesses.
Investors and planners can use single sign-on to directly access the Class and Simply Wall St integration, to get information specific to their investments.
Kevin Bungard, CEO of Class, explains “Our goal is to deliver value to all parties across the wealth management landscape. Providing this functionality will empower partners to directly support their clients, streamlining processes and driving productivity gains.”
Al Bentley, CEO and Founder of Simply Wall St, adds “Simply Wall St transforms the way everyday people around the world invest in equities, through empowering them to understand complicated financial data and make better, non-emotional decisions. This partnership with Class is a perfect fit for us as direct equities often make up a large portion of SMSF portfolios.”