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