Class is partnering with portfolio management technology provider Financial Simplicity to provide the new integration, according to a statement released earlier this week.
The integration will allow advisers to receive a data feed of portfolio assets from Class directly into Financial Simplicity for SMSFs and other investment portfolios.
Class said that the Financial Simplicity framework will continually assess whether each portfolio is in line with the firm’s investment policies overlaid with the investor’s rules, preferences and constraints.
“Financial Simplicity is leading the way with an innovative portfolio compliance and modelling framework,” said Class chief executive Kevin Bungard.
Financial Simplicity chief executive Stuart Holdsworth said the partnership brings their respective capabilities together in providing a unique proposition to market.
“It is increasingly important that wealth advisers provide continuous and comprehensive counsel on their client investment portfolios to maintain a professional standing,” Mr Holdsworth said.
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