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Showing 1 - 9 of 9 results for "Wealth Accounting"

Mercury Capital acquires KKR's stake in Findex

ANDREW MCKEAN  |  WEDNESDAY, 10 APR 2024
... Games said. "Our scale and record of outstanding investment performance, delivered through our market leading Wealth Accounting model is expected to be further enhanced by the partnership with Mercury." Having expanded its accounting services and wealth ...

Findex names co- chief executives amid plans to grow wealth capabilities

CASSANDRA BALDINI  |  WEDNESDAY, 24 AUG 2022
... and salaried adviser status give it a significant competitive advantage and uniquely positions it to deliver a wealth accounting model to its SME client base," it said.

Class bolsters leadership with new general managers

CHLOE WALKER  |  TUESDAY, 2 AUG 2022
The cloud-based wealth accounting platform has added four new general managers to its leadership team, while also bidding farewell to its long serving chief solutions officer. The appointments of Gary Cox, Jo Hurley, Tracy Williams, and Tom Sargent ...

Class to dump MDA investment

ANNABELLE DICKSON  |  TUESDAY, 6 JUL 2021
... in the MDA space, the Philo Capital business model is not focused on delivering world-class technology to the wealth accounting ecosystem," Class said in a statement. Russell added: "Philo Capital is not profitable yet and requires further investment ...

Cuffe to join Class board

EMMA RAPAPORT  |  THURSDAY, 14 SEP 2017
... partnership with accounting and financial advice network Countplus for the provision of self-managed super funds and wealth accounting software. A.S.A.P. Advice, a Tasmania-based digital advice platform that assists accountants provide SMSF services ...

Class and Countplus partner

EMMA RAPAPORT  |  THURSDAY, 10 AUG 2017
... partnership with accounting and financial advice network Countplus for the provision of self-managed super funds and wealth accounting software. Countplus practices will now have access to centralised billing and supporting services when using Class ...

Class joins forces with bank

JAMIE WILLIAMSON  |  MONDAY, 28 NOV 2016
... now receive a direct-connect data feed from the bank's savings, transaction and term deposit accounts in its wealth accounting software for SMSF and non-SMSF portfolios; creating business efficiencies, such as automation of data entry. HSBC offers a ...

Class supports nabtrade data feed

STAFF WRITER  |  TUESDAY, 28 JUL 2015
... international equities," nabtrade head of SMSF solutions Gemma Dale said. The service will be available on Class' wealth accounting cloud software platforms Class Super and Class Investment Reporter. "As SMSF trustees and investors realise the benefits ...

Findex acquires private wealth firm

ALEX BURKE  |  WEDNESDAY, 1 JUL 2015
... offering. He added that Findex was a "like-minded organisation that offers complementary skills with a focus on wealth accounting and family office advisory - a practice initiative that we introduced at the inception of our practice over 25 years ago." ...
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