Client Tools
Powerful online reporting for your SMSF clients.
- White-label to match your website & branding
- Easy and fast to grant clients access
- Provides visibility on the entire SMSF portfolio
- Works on any web browser
Mobile Access
Class Client View is available on all devices including mobile and tablets.
- View key SMSF details via mobile browser
- White-label to match your website & branding
- Check important information on the go
Constant Updates
Class Client View provides up to date information for you, your clients and their advisers.
- No manual updates
- All transactions from data feeds immediately visible
- Clients and advisers can see the same information
- Performance reporting can be hidden if required
