The consolidated portfolio tool brings together Class Super, which is for SMSFs, and Class Portfolios, designed for trusts, companies and individual portfolios, under one comprehensive reporting and administration system.
Clients with SMSFs typically have investments in other portfolio structures outside super. Consolidated portfolios allow them all to be administered using the one software platform, Class said.
The tool will allow everyone – typically the client, the accountant and the adviser – involved with building a client’s wealth to have a combined, comprehensive and up-to-date view of those portfolios.
Class CEO Kevin Bungard said consolidated portfolios bridged the gap between SMSF and non-SMSF portfolios.
“Consolidated portfolios is the natural solution for looking after a client’s whole wealth,” Mr Bungard said.
“Accountants and advisers can now more easily work together using the one platform and provide the best combination of advice and accounting services to grow that wealth.”
