Class, XPLAN announce data feed integration targeting SMSFs

class/XPLAN/data/superannuation/SMSF/platform/financial-planning/investments/self-managed-superannuation-funds/integration/

22 November 2018
| By Anastasia Santoreneos |
image
image image
expand image

Class has announced a new data feed integration with XPLAN to enable advises, accountants and clients to share a single up-to-date view of wealth across self-managed superannuation funds and non-super entities.

The feed would include all investments held within Class, including unlisted assets, and would remove overlaps in administering SMSFs for clients between the two software solutions.

It builds on existing functionalities already available, which allow XPLAN and Class users to access real-time fund and member information, including balances and contribution caps.

Class’ director of strategic alliances, Glenn Poynton, said the integration would be a game-changer for accountants, advisers and their 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....

3 days 22 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 4 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 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