Class signs Findex

class/Findex/self-managed-super-fund/SMSF/Spiro-Paule/partnership/accounting-firms/

3 July 2019
| By Oksana Patron |
image
image image
expand image

Class and wealth accounting group Findex have announced a partnership aimed to automate and simplify complex trust accounting requirements for Findex’s family office clients.

The move would be expected to help Findex accelerate growth plans as it aspires to become one of the largest accounting and family office firms in Australia and New Zealand.

Class’ new trust accounting features, which helped transform the administration of self-managed super funds, would be leveraged to deliver the same benefits to Australian accounting firms managing the complex investment entities.

“The collaboration with Class further enhances our already advanced self-managed super fund (SMSF) market offering, with this increased capability and capacity enabling us to achieve our market growth ambitions,” Findex’ chief executive, Spiro Paule, said.

“We are thrilled to be collaborating with Class on this ambitious project. They have a track record of innovative and scalable fintech solutions and we’re confident this creates a market-leading solution for clients.”

Read more about:

AUTHOR

Recommended for you

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

So we are now underwriting criminal scams?...

5 months 1 week ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

5 months 1 week ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

7 months 2 weeks ago

The RBA has handed down its much-anticipated rate decision, following widespread expectations of a close call....

4 days 4 hours ago

The FSCP has issued a written direction to an adviser who charged clients “extraordinary fees” for inappropriate and conflicted advice, as well as encouraged them to swit...

2 weeks 5 days ago

ASIC has cancelled the AFSL of an advice firm associated with Shield and First Guardian collapses, and permanently banned its responsible manager. ...

4 weeks 1 day ago

TOP PERFORMING FUNDS

ACS FIXED INT - AUSTRALIA/GLOBAL BOND
Fund name
3y(%)pa
2
DomaCom DFS Mortgage
95.46 3 y p.a(%)
5