Class & Simply Wall St announce new integration

Class, the developer of Class Super and Class Portfolio, has announced a unique integration with Simply Wall St, an online platform and mobile app which helps investors make better informed decisions.

platform runs in-depth analysis on over 15,000 individual stocks in Australia, the US and UK, plus investment portfolios, quickly identifying underlying strengths and weaknesses.

Kevin Bungard, CEO of Class, explains: “This new solution delivers a unique combination of Class’ market leading portfolio and accounting reporting solutions for all entity types, with Simply Wall St’s innovative global portfolio visualisation capabilities, for both advised and unadvised clients. Simply Wall St is another great example of innovation in the wealth management space, and we’re excited to be part of this new integration.”

Al Bentley, CEO and Founder of Simply Wall St, adds: “Partnering with an industry leader like Class is a massive step for us as a startup. Simply Wall St was built out of the founders’ frustration with the current retail investing experience. Many SMSF investors face the same difficulties, so I’m excited we will now be able to help this group of people via Class.”

Source: Class

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Very few HNW clients feel they’re getting a personalised service

Very few HNW clients feel they’re getting a personalised service

Only 17 per cent of high-net-worth clients around the world say their advice feels “seamless and personalised”. The 30th edition of the Capgemini World Wealth Report explains why fragmentation is rising and why “orchestration” of services is the answer, but warns that firms chasing personalisation at scale must have the right client insights and information in place first.

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