Reimagining Class as a multi-product environment
Wednesday, November 4, 2020 10:00 PM to Thursday, November 5, 2020 6:00 AM · 8 hr. (Africa/Abidjan)
Tech Talks
Presentation
Information
Are you using industry-leading technology solutions that drive efficiency through back-office automation? 31% of Class clients who use direct-connect data feeds save 20 hours per month and 38% of Class clients who use smart bulk processing of corporate actions save 10 hours per month. In this session, Matt will go show you how you too can save time, boost productivity through automation, improve client service levels, and grow profit through better efficiency enabled by technology with Class’ reimagined offering for SMSF, Portfolio, Trusts, and Corporate Compliance.
- Save time by simplifying the administration of SMSFs through automation and connectivity.
- Automate and standardise trust accounting and administration plus manage investments and reporting for non-SMSF portfolios.
- Learn how to manage your compliance for SMSF, Trust, Portfolio, and companies to give your clients a whole wealth view.
Company
Class Limited