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
Wrapping up the reporting season for the 2024–25 financial year, Money Management rounds up the results of Australia’s listed platforms.
Investment platform Praemium has announced an integration with fund services firm Clearstream’s platform into Praemium Spectrum, expanding advisers’ access to global funds and greater operational efficiency.
Financial services firm Akambo has rebranded itself as an investment management and asset consulting business after almost two decades of operation, targeting $20 billion in assets under management.
Big four bank Westpac is seeking to expand the BT Panorama investment offering through strategic alliances as well as launching a low-cost offering.
