Powerful features at your fingertips
Below is a small selection of Class Trust features. Or you can use the menu to view the complete set.
Class Trust can rapidly drive business efficiencies (as much as 50% WIP reduction in the first year), solve disjointed manual processes and finally delivers a genuine trust accounting solution for accountants through comprehensive trust financial statements and tax reporting.
Determining the distribution to the trust’s beneficiaries can often be time-critical and complex. With Class Trust, you can now make real-time, informed decisions and easily access up-to-date information on any income and or capital gains earned for your clients’ discretionary trust, family trusts or unit trusts throughout the year.
Start your journey into automated trust accounting and administration with an industry-first cloud solution.
Automated Trust accounting and reporting
Class delivers wealth accounting professionals with a greatly simplified solution for trust accounting and administration of beneficiaries.
Over 200 daily, secure, direct-connect data feeds
Class provides over 200 direct-connect data feeds for banks, brokers and wraps. These daily feeds allow automation of data entry, saving time and greatly improving productivity.
Smart processing of bulk corporate actions
Class provides easy processing of both simple and complex corporate actions, through automated data feeds, smart calculators and bulk processing capabilities.
Class Trust gives us comfort that we’ve captured all the of the information on a client’s portfolio, leading to more complete and accurate outcomes.Winston Lee, Accru