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 all entities. The feed includes all investments held within Class, including unlisted assets such as direct at property.
Seamlessly share data between Class and Xplan, and:

• drive efficiencies across your firm – 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