Class, Australia’s leading provider of cloud SMSF software, has announced the availability of consolidated portfolios, a revolutionary reporting solution for both SMSF and non-SMSF portfolios that allows accountants and financial planners to collaborate more easily.
Consolidated portfolios brings together the power of Class Super (for SMSFs) and Class Portfolio (for trusts, companies and individual portfolios) into one comprehensive reporting and administration system.
Clients with SMSFs typically have investments in other portfolio structures outside super. Consolidated portfolios allows them all to be administered using the one software platform. Now all parties involved with building a client’s wealth can have a combined, comprehensive and up to date view of those portfolios: the client, the accountant and the adviser.
Class CEO Kevin Bungard said consolidated portfolios bridged the gap between SMSF and non-SMSF portfolios.
Geoff Newman, Senior Manager PR, Class | Ph 02 9016 3066