HeirWealth in partnership with Class Super
Wealth technology platform HeirWealth has announced an integration with Class Super so advisers can link their accounts with the platform.
HeirWealth was launched in April 2024 to provide individuals, families and professional advisers with visibility and management of over 40 asset classes, including equities, funds and property. Meanwhile, Class Super is one of Australia’s leading administration solutions for self-managed superannuation funds (SMSFs).
HeirWealth’s platform aims to develop a more organised and smooth process of intergenerational wealth transfer which is estimated to be over $3.5 trillion over the next 20 years.
The integration between the two means advisers can access automatic daily valuations which reduces the need for manual data maintenance.
Ray Tubman, founder and chief executive, said: “This exciting development allows HeirWealth and Class Super customers to seamlessly access accurate valuations for assets and liabilities managed within Class’ software.
“This collaboration is all about simplifying the centralisation of family wealth for accountants and advisers by enhancing HeirWealth’s integrations. HeirWealth is committed to providing our clients with the tools and insights needed to capitalise on the great wealth transfer with confidence while nurturing intergenerational engagement,” he said.
Last year, it appointed five industry executives to its board: Geoff Lloyd, Connie McKeage, Jason Nyilas, Daniel Baldovin and Jeff Hall.
AUTHOR
Laura Dew
Recommended for you
As advisers risk losing two-thirds of FUA during the $3.5 trillion wealth transfer, two co-founders underscore why fostering trust with the next generation is vital to retaining intergenerational wealth.
As advisers seek greater insights into FSCP determinations, what are the various options considered by the panel and can a decision be appealed?
Amid the current financial adviser shortage, advice firm Link Wealth is looking to expand its financial literacy program for high school students across the country.
TAL Risk Academy has updated its range of ethics courses to help financial advisers meet their CPD requirements following adviser feedback, including interpreting FSCP determinations.
