Fast, accurate daily investment reporting for companies, trusts and individuals

An automated and cost-effective solution for accountants, administrators and financial advisers, providing the ability to manage the administration, accounting and reporting needs for your clients’ investment portfolios.  

  • Standardised, simplified administration

    Seamlessly process entities and corporate actions in bulk, automate income generation, store documents – all in one place.

  • Accurate entity reporting

    Generate detailed investment reports and have a single view of a portfolio’s financial position, operating statement and balance.

  • Access up to date information

    With information at your fingertips, you can easily collaborate and share portfolio information between you and a trustee, and accountants or advisers.

  • Greater visibility of all your entities

    Thanks to Class’ consolidated portfolios, you can get a single view of your clients SMSF and non-super portfolios from any device.

Who is Class Portfolio for?

Accountants

Make real-time decisions and access latest information on your clients’ investments.

Financial Advisors

Access latest information to help you provide a more proactive client service.

Investors

Manage and track daily valuations and investments performance via our online Class app.

On demand training and education

Learn how to make the most of Class’ products and build your business. Choose from free industry courses, training modules, fact sheets, videos and technical articles and events.

Your dedicated Class Consultant

Get expert help and support whenever you need it. Our consultants are highly trained with accounting qualifications.

Tailored plans to suit your business

Our annual licensing fee for Class Portfolio includes full access to all the advanced features, functionality and processing automation. 

  • Unlimited Class users per licence

    Even better, you can extend your Class access to staff, clients, advisers – all fully included in your licence fee and managed by you.

  • Free implementation with a Class consultant

    Your licence includes full free implementation service including training and award-winning support via phone and email.

  • Simple and secure transition service

    Our specialist transitions team will migrate large volumes of entities while maintaining the highest levels of quality control

Everything you need to know about our company and individual portfolio solutions

Class’ company and individual solutions are built to make your wealth accounting and compliance tasks simpler, automated and more connected

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Trusted by Australia’s wealth accounting professionals

Our customers share their success stories and how Class helped them along the way.

“Class Trust gives us comfort that we’ve captured all the of the information on a client’s portfolio, leading to more complete and accurate outcomes.”

Winston Lee

Assistant Manager – SMSF

“Class support is unrivalled in its professionalism and willingness to support its users. Whenever I reach out for assistance, the team always deliver and go the extra mile, no matter how tedious my my request may end up being! I never hesitate to pick up the phone when I am stuck. I only wish all tech support services were like Class.”

Karen Glover

Accountant, Argyle Professionals
3,600
accounting and administration firms rely on Class
185,000+
entities administered on Class
500,000+
entities administered on NowInfinity
Source: Class and NowInfinity data, as of December 2020

Grow your business. Request a personalised Demo.

We’re here to help. Why not request a demo, so you can see first-hand how intuitive our solutions are, and the dramatic productivity gains they can deliver?