Class Trust Pricing

Annual licensing fee for Class Trust includes full access to all the advanced features, functionality & processing automation

Class has a simple licensing model that is designed to work for your business. Our annual licensing fee includes full access to all the advanced features, functionality and processing automation of the market leading solution, together with over 200 direct-connect data feeds, free residential property valuations, unlimited accounts and unlimited transactions.

Even better, there are no limits to the number of users per licence. Extend access to staff, clients, advisers – all fully included in your licence fee and controlled by you.

Our consultants provide a full free implementation service including full training and award-winning support via phone and email. Our goal is to help your business achieve the lowest possible cost to administer a trust. It’s no wonder we hear our customers talking about what great value Class Trust is!

How much does Class Trust cost?

The annual cost per entity varies depending on a number of factors – the total number of trusts you are working with (we offer attractive volume discounts) and whether you manage a mix of entities. If you’re currently a Class customer, you may be eligible for a volume discount. Speak to our sales team today to find out more.

Once we’ve got your answers to a few simple questions, we can quickly provide you with a quote that both matches your needs and delivers best value for your firm.

Simply give us a quick call on 1300 851 058 #1 or click the enquiry button below – we’ll be happy to help you switch to the industry’s first business solution for trust accounting and administration.

Want to know more?

Why not request a demo, so you can see first-hand how intuitive our solutions are, and the dramatic productivity gains they can deliver?

The Statement of Net Income report is a huge time saver. We can foresee that for some clients calculating these amounts manually could take up a whole day. PortfolioGuardian is excited to use this report on some of our bigger clients.