Extensive features that greatly simplify investment portfolio reporting

Below is a small selection of Class Portfolio features. Or you can use the menu to view the complete set.

 

Over 150+ daily, secure, direct-connect data feeds

Class provides over 150 direct-connect data feeds for banks, brokers and wraps. These daily feeds allow automation of data entry, saving time and greatly improving productivity.

More about data feeds

Smart processing of bulk corporate actions

Class provides easy processing of both simple and complex corporate actions, through automated data feeds, smart calculators and bulk processing capabilities.

More about corporate actions

 

Class Portfolio manages broader asset classes, including property and fixed interest along with a long list of accounting, taxation and reporting functionality making it exceptional value for money.

Warwick Burgess, shifturmind

Automatic generation of income

Class automatically generates income, using announcement data from the ASX and other financial markets. This information is cross matched to the fund data feeds to reconcile the announcement to the income received.

More about income generation

Accounting automation of foreign assets

Class provides accountants and financial advisers with a greatly simplified solution for processing and accounting of foreign equities and cash.

More about foreign asset support
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