Class partners with MA Operator
Class, the developer of Class Super and Class Portfolio, has partnered with MA Operator, a new fintech which provides managed account and direct client portfolio services for financial advisers. The partnership will enable Class users to securely and instantly automate client data entry and synchronise transactions in MA Operator. This will further increase the efficiencies already offered by MA Operator which reduces the cost and effort of administration, on boarding and ongoing service obligations of monitoring and managing client portfolios. MA Operator also provides sophisticated rebalancing, analytics and automated ROA generation. These features combined with Class’ administration and reporting capabilities will help advisers to deliver more efficient and […]
Stockspot integrates with Class to provide accountants a direct data-feed for SMSFs
Stockspot, Australia’s leading automated investment adviser and fund manager, today announced an integration with Class Super, the leading provider of cloud SMSF administration software. The integration will provide SMSF accountants and their clients with a direct data connection from Stockspot to Class enabling income processing and enabling investment tax reporting. Accountants will be able to receive a daily data feed which includes their client’s Stockspot portfolio investments, capital gains, dividend statements and franking credits. It will also automatically generate tax summary statements, cutting down on hours of administration and analysis of taxation data. Kevin Bungard, CEO of Class, said: “Robo-advice is the fastest growing areas of retail investment […]
Class partners with peer-to-peer lender
Cloud SMSF administration software provider, Class, has collaborated with peer-to-peer lender, RateSetter, to provide self-managed superannuation fund (SMSF) accountants and their clients with a direct-connect date feed. This would allow for automated data entry and transactions processing within Class. Class chief executive, Kevin Bungard, said the increase in digitisation in the finance sector was appealing to all ages and would allow for a streamlined execution of necessary tasks. “Some industry commentators have previously suggested that peer-to-peer lending may be more attractive to Gen Ys,” he said. “RateSetter experience has shown that a significant percentage of SMSFs, which typically comprise older age groups, are very much on board with the concept […]
The missed opportunity in lead generation
Is there a lead generation problem to solve for Australian and UK financial institutions (FIs) in their digital origination solutions?
FICC Sponsored Service volumes exceeded USD$2 trillion at the end of 2024, marking a new peak and an 83% year-over-year increase
FICC’s Sponsored Service volumes reached USD$2 trillion at the end of 2024, marking a new peak volume and an 83% year-over-year increase.
Liquidise launches asset tokenisation solution on the Redbelly Network
Liquidise have announced that they have launched its asset tokenisation solution on Redbelly Network’s Mainnet.
Introducing Australian FinTech’s newest Member – Quest Payment Systems
Quest Payment Systems is an Australian-owned technology company providing a diverse and innovative range of end-to-end payment solutions to businesses and financial institutions, both locally and abroad.
