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.
- 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