Class enhances partner program with new functionality
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.
Recommended for you
JANA Investment Advisers has made several internal promotions and new appointments across its research team to bolster its position in the market.
SQM Research’s former head of research, Rob da Silva, has joined an investment consulting and analytics firm to drive the expansion of its research coverage.
AFCA has confirmed its chief operating officer, Justin Untersteiner, will be departing the organisation in March to take up a CEO role.
Minister for Financial Services, Stephen Jones, has announced he will be retiring at the upcoming federal election.
