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.
Recommended for you
With the highest number of candidates in a year sitting the latest financial advice exam, a surge of new entrants are expected in the coming weeks, according to Wealth Data.
AMP has launched a range of five diversified index managed portfolios on its North investment platform, targeting a younger client demographic.
An NSW adviser, who advised over 120 clients after falsifying her financial advice exam results, has been permanently banned by ASIC.
ASIC has released the results from the latest financial adviser exam, the first to be run since changes to its structure earlier this year.
