The Class product suite is designed to enable multi-disciplinary firms to serve their customers better by delivering cross platform functionality and features designed around what customers need from their service providers. “Time is our customers’ most valuable resource and we remain focused on helping them save that by providing even more value for money from their Class subscription.” “We aim to remove significant technical complexity and the use of time while solving real customer problems such as removing manual entry through feed automation. “We know that the provision of automation is a key issue for our current and future customers, as reflected in the recent Industry Trends SMSF Accountant Report,” Class CEO, Andrew Russell, said. Xplan is one of Australia’s leading financial advice software platforms, and Class customers will benefit from an estimated time saving of up to four hours on each report review, and up to eight hours saving on advice documents per client. This allows customers to seamlessly maintain a consistent portfolio position, while reducing double-data entry into both systems. ![]() The feed includes all investments held within Class, including unlisted assets such as direct property. The Class data feed to Xplan provides a single, consistent and up-to-date view of client wealth across SMSF and non-SMSF entities for financial advisers and accountants. Sydney, July 22: Class Ltd (ASX:CL1) has announced that it has entered into public pilot for its integration with Xplan, providing market-leading insights into client management for the financial advice and accounting industries.
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