Class, XPLAN announce data feed integration targeting SMSFs
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.
AUTHOR
Anastasia Santoreneos
Recommended for you
Centrepoint Alliance, the third-largest advice licensee, has reported 40 per cent growth in its managed accounts business, but profits fell by a third.
Prosperity Advisers Group, a mid-tier advisory firm, has surpassed $1 billion in funds under management, hitting this milestone following a “sustained period of growth for the firm”.
Forbes Fava Financial Planning has acquired Melbourne-based firm Financial Planit, taking “another key step” towards its long-term strategic growth plans for the region.
Self-licensing specialist My Dealer Services has announced partnerships with five businesses, including Morningstar and Peloton Partners, to expand its service offering.
