Search ResultsShowing 1 - 10 of 20 results for "Class Portfolio"
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
... 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 off the ...
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
... 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 via MA Operator. ...
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 ...
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