Class will integrate Simply Wall St – an online platform and mobile app – into their software, promising the move will provide clients with “institutional quality market research” to help them manage and review their portfolios globally.
Users will be able to access a clear overview of their portfolio via a suite of infographics that measure their aggregate portfolio or specific stocks within it.
The platform means users can access 15,000 different stocks in Australia, the UK and the US to identify underlying performance.
“This new solution delivers a unique combination of Class’ market leading portfolio and accounting reporting solutions for all entity types, with Simply Wall St’s innovative global portfolio visualisation capabilities, for both advised and unadvised clients,” Class chief executive Kevin Bungard said.
“Simply Wall St is another great example of innovation in the wealth management space and we’re excited to be part of this new integration.”
Simply Wall St founder and chief executive Al Bentley said the opportunity to partner with Class was invaluable for all involved.
“Partnering with an industry leader like Class is a massive step for us as a start-up. Simply Wall St was built out of the founders’ frustration with the current retail investing experience. Many SMSF investors face the same difficulties, so I’m excited we will now be able to help this group of people via Class,” Mr Bentley said.
