“Being able to review financials and investment reports in real time has enabled our staff to have more meaningful conversations with our clients. Class Trust has also removed a significant number of bottlenecks we would traditionally see when processing Trusts.”

Timothy Kyriazis

Project Manager

“Class Trust gives us comfort that we’ve captured all of the information on a client’s portfolio, leading to more complete and accurate outcomes.”

Winston Lee

Assistant Manager – SMSF