Thursday, 22 November 2018 – Class has announced a significant new data feed integration with XPLAN, the leading financial planning software for financial advisers.
The Class to XPLAN data feed enables financial advisers, accountants and their clients to share a single, consistent and up to date view of wealth across SMSF and non-super entities, supporting more informed decisions, improved collaboration and delivering a better client experience. The feed includes all investments held within Class, including unlisted assets such as direct property.
Read full media release here.
Marketing Director at Class
Lil heads up the marketing team at Class – covering everything from marketing strategy, branding and advertising through to lead generation, content marketing and awards.
Latest posts by Lilian Kealty (see all)
- Class announces integration with XPLAN, delivering a shared single view of wealth for advisers, accountants and their clients - 28 November 2018
- Save time with Class, and do more for your clients and your practice - 22 October 2018
- Modern SMSF Administration - 17 April 2018
