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
BT is to launch a new low-cost “Focus” investment menu for its Panorama platform this October, in partnership with Vanguard, seeking to compete with industry superannuation funds.
Net gains of financial advisers have already doubled since the start of FY25, according to this week’s Padua Wealth Data, with momentum gathering pace far faster than the previous financial year.
National advice firm MiQ Private Wealth has appointed a new chief executive to lead the business through a “transformative era” after penning a partnership deal with AZ NGA earlier this month.
WT Financial’s managing director, Keith Cullen, believes the firm’s Hubco model with Merchant Wealth Partners will be a “repeatable growth model” for the business as it scales its adviser numbers.
