Class and Xplan integration
Enabling a shared single and up to date view of wealth for Class and Xplan users
The Class data feed to IRESS’ financial software solution, XPLAN, enables financial advisers, accountants and their clients to share a single, consistent and up to date view of wealth across SMSF and non-SMSF entities. The feed includes all investments held within Class, including unlisted assets such as direct property.
Seamlessly share data between Class and XPLAN, and:
- drive efficiencies across your practice – no need to re-key data into multiple systems
- make more informed decisions – with a single, up to date view of wealth across all entities
- collaborate more effectively with your colleagues – save time, reduce risk of errors
- deliver a better client experience and boost client satisfaction levels
“The automated data feed from Class to Xplan is fantastic! Now we get up-to-date bank account feeds and other share broker data through a single Class feed. Not only are we saving time on manual entry, but we have access to up-to-date client SMSF bank account balances and pension payment transactions – all without having to ask clients to sign multiple feed authority forms.”
Allisa Pope, Paraplanner, RA Veitch & Co.