Stockspot integrates Class Portfolio
Cloud-based SMSF administration provider, Class has announced a new integration between its investment accounting and reporting solution, Class Portfolio and automated investment adviser and fund manager, Stockspot.
The integration, announced this week, is aimed at delivering a tax reporting solution to Stockspot clients as well as accountants and advisers in the Stockspot Partner Program.
Commenting on the integration, Class chief executive, Kevin Bungard said a core feature of Class was the ability to provide investors with up to date visibility of their investment data, which is critical to support effective investment decision making and tax reporting.
"We're thrilled that Stockspot has selected Class as being the best investment and tax reporting solution in the market, to meet their current and future business needs," he said.
Stockspot chief executive, Chris Brycki said the Class integration had supercharged his company's plans to expand the Stockspot Partnership Programme for accountants and advisers.
"It means accountants and advisers will have a complete overview of their clients' investments and tax situation," he 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.
