Who is Class Portfolio for?

Class Portfolio is a powerful investment portfolio accounting, administration and reporting solution for accountants, advisers and investors.

Connecting all parties from a single system

Class Portfolio is an automated and cost-effective solution for accountants and financial advisers, who manage investment portfolios for companies, trusts or individuals.


Accountants can use Class Portfolio for the administration of their clients’ investment portfolios, including income and expense classification, cash reconciliation with trades, income and expenses and tax summary.

Financial Advisers can use Class Portfolio to provide timely and informed advice to clients on their investment position, allocation and performance. Having up to date information to hand also means advisers can be more proactive and deliver better client service.

Investors can be provided with their own online access to Class, so they can check daily valuations, asset allocation, investment performance, CGT position and more.

 

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