According to an announcement made yesterday, the company has relaunched its service for administration and reporting of non-super portfolios under the new name of Class Portfolio.
This offers investment administration, reporting services and a “complete picture of a client’s wealth”, according to Class.
The service was previously known as Class Investment Reporter.
In addition, Class has announced the availability of ‘Client View’ for mobiles and other devices. This service provides SMSF trustees and investors with a real-time view of their wealth, accessible from any device.
Read more:
ATO backs role of accountants despite automation push
‘Creative’ super splitting strategy knocked back by court
