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.
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