Class Portfolio Pricing

Class has a simple licensing model that is designed to work for your business. Our annual licensing fee includes full access to all the advanced features, functionality and processing automation of Class, together with over 200 direct-connect data feeds, free residential property valuations, unlimited accounts and unlimited transactions.

Even better, there are no limits to the number of users per license. Extend access to staff, clients, advisers - all fully included in your license fee and controlled by you.

Our consultants provide a full free 90 day implementation service including full training and award winning support via phone and email. Our goal is to help your business achieve the lowest possible cost to administer your investment portfolios - no wonder we hear our customers talking about what great value Class is!

How much does Class Portfolio cost?

The annual cost per portfolio varies depending on a number of factors – the total number of portfolios  you are working with (we offer attractive volume discounts) and whether you manage a mix of investment portfolios and SMSFs.

Once we’ve got your answers to a few simple questions, we can quickly provide you with a quote that both matches your needs and delivers best value for your practice.

Simply give us a quick call on 1300 851 057 #2 or click the enquiry button below – we’ll be happy to help.