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Showing 11 - 20 of 29 results for "Class Portfolio"

Crestone builds investment team

KANIKA SOOD  |  TUESDAY, 9 APR 2019
... to have two talented individuals join Crestone who share our vision. We offer client's global, multi-asset class portfolio solutions and the skills and insights that these two bring to the table will truly complement that offering," Ginnivan said. ...

KPMG appoints wealth management strategy lead

EMMA RAPAPORT  |  TUESDAY, 14 NOV 2017
... decision making." KPMG has also entered into an agreement to use Class Super for its SMSF administration software and Class Portfolio in its business advisory group. The news comes after Class chief executive Kevin Bungard flagged AMP's plans to migrate ...

Class chief flags AMP departure

ALEX BURKE  |  TUESDAY, 17 OCT 2017
... his own firm's analyis, about two million of these personal investment portfolios could be addressable via the Class Portfolio offering. Bungard believes the relevance and importance of Class Portfolio will increase as a result of the growth of this ...

Class and Countplus partner

EMMA RAPAPORT  |  THURSDAY, 10 AUG 2017
... Countplus practices will now have access to centralised billing and supporting services when using Class Super and Class Portfolio. Class will also provide Countplus practices with resources for implementation assistance and transitioning portfolios ...

State Street star promoted

JAMIE WILLIAMSON  |  THURSDAY, 2 FEB 2017
... heritage, a global cross-functional team and academic experts, SSgA is able to offer a full spectrum of multi-asset class portfolio solutions. These two appointments undoubtedly strengthen the abilities of an already robust AQE team which saw it win ...

Fintech grows through adviser platform

DARREN SNYDER  |  WEDNESDAY, 21 DEC 2016
More than a year on from its founding residence at fintech hub Stone & Chalk, thematic trading platform Macrovue accomplished several milestones in 2016. Earlier this month Macrovue teamed with fellow Stone & Chalk resident and model portfolio management ...

Class integrates with fintech

JAMIE WILLIAMSON  |  THURSDAY, 1 DEC 2016
Class has partnered with a leading automated investment adviser and fund manager. The software provider's Class Portfolio - its investment accounting and reporting solution for non-SMSF portfolios - has integrated with Stockspot to provide a tax reporting ...

Class partners with new fintech

JAMIE WILLIAMSON  |  THURSDAY, 25 AUG 2016
... provides managed account and direct client portfolio services to financial advisers. The developer of Class Super and Class Portfolio has teamed up with MA Operator to enable Class subscribers to automate client data entry and coordinate transactions ...

Class ups its SMSF stake

DARREN SNYDER  |  TUESDAY, 16 AUG 2016
... to strong growth in sales of Class Super, there has also been increasing interest in Class' non-SMSF solution, Class Portfolio. The latter had about 2000 billable portfolios as at 30 June. Class chief executive Kevin Bungard said: "Class' financial performance ...

New framework for in-house investing

DARREN SNYDER  |  MONDAY, 7 MAR 2016
The Centre for International Finance and Regulation (CIFR) has developed a framework for superannuation funds and other asset owners to implement in-house investment management. The framework is included in CIFR's latest research which argues members ...