Switching to Class Portfolio
You'll find that making the move to Class is easy.
Our streamlined Transitions Management System (TMS) means getting your investment portfolios onto Class is quick, painless and secure.
The Class in-house transitions team can manage the entire transitions process for you. In most cases, we can load the funds data based on report extracts from your existing software provider. Please refer to your agreement with Class.
Simply log into the Class Transitions Management System to securely send us your data and reports.
While you’re there, you can also access the TMS Help Guide for instructions on using the TMS, and review the relevant checklist for your source data system to ensure you send us the correct information.