Class has announced a partnership enhancement program where partners can build applications that support direct access for investors and planners.
The first Class partner to leverage the new functionality is Simply Wall St, an online platform and mobile app that helps investors make informed share portfolio decisions.
The platform runs analysis on individual stocks in 27 markets globally, including Australia, the United States and the United Kingdom. It also analyses investment portfolios, identifying strengths and weaknesses.
Investors and planners can use a single sign-on to directly access the integration between the firms to get information specific to their investments.
Class chief executive Kevin Bungard said: “Our goal is to deliver value to all parties across the wealth management landscape. Providing this functionality will empower partners to directly support their clients, streamlining processes and driving productivity gains.”
Previously, the ability to connect and share data via partner integrations was largely limited to accountants.
Simply Wall St chief executive and founder Al Bentley said: “This partnership with Class is a perfect fit for us as direct equities often make up a large portion of SMSF portfolios.”
