HeirWealth was launched in April 2024 to provide individuals, families and professional advisers with visibility and management of over 40 asset classes, including equities, funds and property. Meanwhile, Class Super is one of Australia’s leading administration solutions for self-managed superannuation funds (SMSFs).
HeirWealth’s platform aims to develop a more organised and smooth process of intergenerational wealth transfer which is estimated to be over $3.5 trillion over the next 20 years.
The integration between the two means advisers can access automatic daily valuations which reduces the need for manual data maintenance.
Ray Tubman, founder and chief executive, said: “This exciting development allows HeirWealth and Class Super customers to seamlessly access accurate valuations for assets and liabilities managed within Class’ software.
“This collaboration is all about simplifying the centralisation of family wealth for accountants and advisers by enhancing HeirWealth’s integrations. HeirWealth is committed to providing our clients with the tools and insights needed to capitalise on the great wealth transfer with confidence while nurturing intergenerational engagement,” he said.
Last year, it appointed five industry executives to its board: Geoff Lloyd, Connie McKeage, Jason Nyilas, Daniel Baldovin and Jeff Hall.
