Class' client view
Grant clients access to view up to date SMSF and other investment portfolio data
Class’ client view allows you to provide trustees and investors with 24/7 access to an up to date view of their investment and SMSF data from any device.
Whenever you’re ready, you can simply invite your clients to have secure access to their data. And by using white labels in Class, you can make sure that client view, plus the access invitations you send to your clients, look and feel just like your own brand.
All the up to date information your clients need
With an optimised mobile experience, the simple to use, intuitive interface means trustees and investors can easily access all the information they need, whenever they need it. They can quickly view their investment income, performance, valuations, asset allocation and more. Class’ client view provides all the current data and reporting your clients need to directly support and feed their investment decisions.
Simple and secure communication
With Class’ client messaging, you can simply and securely exchange messages and documents with your trustees. Any documents received from your trustees using client messaging will automatically be stored with any other fund documents in Class.
Built around the needs of trustees and investors
Class’ client view is the next generation of FundWeb, our previous client access solution. Building on our experience, we worked closely with an extensive number of trustees and investors to understand their varying situations and needs, and then built the new experience around those requirements.
And it doesn’t stop there. Class’ client view provides a flexible platform to develop further client interaction capabilities over time.
Boost your client service levels
Class’ client view is the perfect way to enhance your client experience and add value to the service you deliver today, helping to strengthen your client relationships. It gives you complete flexibility on when and where you interact with your clients, and by allowing you and your client to access a shared view of data on phones and tablets, it makes meetings more engaging and productive.
Invited advisers can also easily access their client’s latest investment, contribution and pension data, allowing them to deliver timely service and further improve their client experience.