A major Australian financial software firm has partnered with a fintech start-up to provide advisers and their clients with improved portfolio insights and a better "retail investing experience".
Wealth software firm Class has announced its partnership with Sydney-based investment technology start-up Simply Wall St.
“The integration allows Class’ clients to leverage Simply Wall St’s institutional-quality market research to better manage and review their portfolios on a global basis," Class said in a statement last week.
“It provides users with a comprehensive suite of client-focused infographics that clearly explain the key metrics of their own portfolios at an aggregate portfolio and/or a specific holding level,” the statement said.
“The Simply Wall St platform runs in-depth analysis on over 15,000 individual stocks in Australia, the US and UK, plus investment portfolios, quickly identifying underlying strengths and weaknesses,” Class said
“This new solution delivers a unique combination of Class’ market-leading portfolio and accounting reporting solutions for all entity types, with Simply Wall St’s innovative global portfolio visualisation capabilities, for both advised and unadvised clients," Class chief executive Kevin Bungard said.
"Simply Wall St is another great example of innovation in the wealth management space, and we’re excited to be part of this new integration."
The Australian Small Business and Family Enterprise Ombudsman (ASBFEO) has refer...
FASEA has announced its August exam sessions will only be offered remotely for V...
A major platform provider has made changes to its functionality to make it easie...