The company is developing services which will allow Class partners — which are businesses where Class is central to their operations — to build applications that facilitate direct access for investors and planners. Traditionally, access to data has been restricted to accountants.
“Our goal is to deliver value to all parties across the wealth management landscape,” said Class chief executive Kevin Bungard.
“Providing this functionality will empower partners to directly support their clients, streamlining processes and driving productivity gains,” the CEO added.
Data and analysis platform Simply Wall St is the first to take up the new feature.
editor@smsfadviseronline.com.au
