HeirWealth has integrated with Australian SMSF administration solution Class Super to reduce manual data maintenance for financial advisers and accountants.
Ray Tubman, the founder and chief executive of the fintech firm, said this partnership will allow HeirWealth and Class Super users to seamlessly access accurate valuations for assets and liabilities managed within the SMSF solution’s software.
“The integration means that existing Class Super customers, including accountants and financial advisers, can easily link existing Class accounts into HeirWealth with automatic daily valuations, therefore eliminating the need for manual data maintenance,” Tubman said.
“This collaboration is all about simplifying the centralisation of family wealth for accountants and advisers by enhancing HeirWealth’s integrations.
“HeirWealth is committed to providing our clients with the tools and insights needed to capitalise on the Great Wealth Transfer with confidence whilst nurturing intergenerational engagement.”
Initially launched less than a year ago, in March 2024, HeirWealth is a fintech platform designed to help facilitate Australia’s $3.5 trillion intergenerational wealth transfer set to take place over the coming 25 years.
HeirWealth provides a comprehensive view of assets and liabilities across more than 40 asset classes, including traditional investments, such as shares, funds and property, and non-traditional assets, such as collectibles.
This latest development puts Class Super alongside HeirWealth’s existing integrations, including BGL and Xero, in addition to future plans of an MYOB integration.
