SMSF administration goes mobile
At Superfund Wholesale we love technology – it can be a great enabler and it has definitely been a catalyst in the growth of our SMSF administration business.
One exciting new development which was revealed at the Class.CUP.Cloud conference earlier this month was the new ‘Client View’ from Class Super. Although Class has provided online reporting to both SMSF trustees and advisers for more than five years via the FundWeb portal, it was definitely in need of a refresh and the new Client View definitely delivers.
What is very exciting with the release of Client View is that its designed to be mobile responsive. This means both SMSF advisers and their clients can quickly and easily access all key SMSF information from their tablet or device when they need it. This is extremely useful for advisers who spend a lot of time away from their offices visiting clients. Simply fire up the web browser on your device before or during a client meeting to check contributions, pensions, investment balances and available cash.
Below is a short video clip of the new Class mobile Client View in action:
For advisers who are working with Superfund Wholesale for their SMSF administration needs, you will have the option of being able to customise Client View (both the mobile and desktop versions) to include your logo and match the branding and colours of your business.
In terms of ensuring our services are mobile friendly, we’ve recently upgraded our own Adviser Portal to ensure all the forms for establishing an SMSF, transferring the administration of an SMSF, pension requests and all the other common forms our advisers use can be accesses and submitted via a mobile device.