The development allows HeirWealth and Class Super customers to access accurate valuations for assets and liabilities managed within Class’ software.
“The integration means that existing Class Super customers, including accountants and financial advisers, can easily link existing Class accounts into HeirWealth with automatic daily valuations, therefore eliminating the need for manual data maintenance,” Ray Tubman, founder and chief executive of HeirWealth, said.
“This collaboration is all about simplifying the centralisation of family wealth for accountants and advisors by enhancing HeirWealth’s integrations.”
The HeirWealth platform provides accountants and financial advisers with a comprehensive view of assets and liabilities spanning more than 40 different classes including traditional investments like shares, funds and property, as well as non-traditional assets such as collectables.
Tubman said this helps financial professionals to capitalise on wealth transfer by enriching long-term client relationships through actionable data insights, a sophisticated user experience, and relationship-building tools to engage clients and their families.
The HeirWealth application connects with 20,000 financial institutions globally, simplifying the aggregation of wealth data into its comprehensive registry platform.
Tubman added that the HeirWealth app serves as a powerful tool for individual families, family offices, and professionals in Australia and the UK offering customisable white-label solutions.
