Self-managed superannuation fund (SMSF) software provider Class said it has enhanced its partner program, delivering new functionality that allows partners to build applications that support direct access for investors and planners.
Previously, the ability to connect and share data via partner integrations was largely restricted to accountants, Class said.
Class said its first partner to leverage this new functionality was Simply Wall St, an online platform and mobile app which provides users with a comprehensive suite of client-focused infographics that clearly explain the key metrics of their own share portfolios at an aggregate portfolio and/or a specific holding level.
The platform runs in-depth analysis on individual stocks in 27 markets worldwide including Australia, the US and UK. The platform also analyses investment portfolios, quickly identifying underlying strengths and weaknesses.
Class explained that investors and planners can use single sign-on to directly access the Class and Simply Wall St integration in order to get information specific to their investments.
“Our goal is to deliver value to all parties across the wealth management landscape. Providing this functionality will empower partners to directly support their clients, streamlining processes and driving productivity gains,” Class CEO Kevin Bungard said.