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Showing 11 - 20 of 32 results for "Class Portfolio"

Boutique launches multi-asset fund

KANIKA SOOD  |  MONDAY, 10 AUG 2020
... tremendous success of the Diversified Income Fund in New Zealand, to provide investors with access to a world class portfolio of fixed interest securities and equity income-generating securities," Milford chief investment officer Wayne Gentle said. "In ...

Class launches Xplan integration

ALLY SELBY  |  WEDNESDAY, 22 JUL 2020
... integration with Iress' financial software solution Xplan, with the offering now available for new Class Super and Class Portfolio customers as a public pilot. The data feed will enable financial advisers and accountants to seamlessly share a single ...

Class expands executive line-up

HARRISON WORLEY  |  THURSDAY, 4 JUL 2019
... accounts in the quarter and grew its customer base by 39. Specifically, Class Super added 1787 accounts, while Class Portfolio ended the quarter with 7635 accounts, thanks in part to 33% of Class Super customers choosing to also use 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 ...