Superannuation

Class partners with MA Operator

Class, the developer of Class Super and Class Portfolio, has partnered with MA Operator, a new fintech which provides managed account and direct client portfolio services for financial advisers.   The partnership will enable Class users to securely and instantly automate client data entry and synchronise transactions in MA Operator. This will further increase the efficiencies already offered by MA Operator which reduces the cost and effort of administration, on boarding and ongoing service obligations of monitoring and managing client portfolios.   MA Operator also provides sophisticated rebalancing, analytics and automated ROA generation. These features combined with Class’ administration and reporting capabilities will help advisers to deliver more efficient and […]

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Aug
12

Ignition Wealth previews single page financial wellness profile

Ignition Wealth took the stage at last week’s dynamic Class CUP Connect conference event to unveil the latest development in their world leading digital financial technology.   Ignition Wealth presented at the Class CUP Connect conference as partners of Class Super. The Ignition Wealth technology stack is fully integrated with Class Super, the leading cloudbased SMSF administration software. Class Super customers can now seamlessly access Ignition Wealth digital financial advice via the Class Super portal.   Using the latest in cloudbased financial aggregation technology the new Ignition Wealth technology provides consumers with a holistic, interactive, personal financial wellness profile. One simple registration process allows the consumer to aggregate all of […]

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Aug
04

Equip launches pilot program for Equip MyMoney robo investment service

Equip is piloting its robo investment service, branded Equip MyMoney, with a select group of members, with release to all members planned by the end of the month. Equip MyMoney is the fund’s custom-built superannuation version of Clover.com.au’s automated investment service and will help members make the right choice from the fund’s existing investment options based on their risk profile. This is calculated from user responses to a short series of questions. Equip’s Executive Officer, Member Relationships, Justin Sadler, said: “Equip MyMoney will be a quantum leap forward in the online experience and capability available to our members, and reflects our commitment to on-going development of our financial education and […]

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Stockspot integrates with Class to provide accountants a direct data-feed for SMSFs

Stockspot, Australia’s leading automated investment adviser and fund manager, today announced an integration with Class Super, the leading provider of cloud SMSF administration software.   The integration will provide SMSF accountants and their clients with a direct data connection from Stockspot to Class enabling income processing and enabling investment tax reporting. Accountants will be able to receive a daily data feed which includes their client’s Stockspot portfolio investments, capital gains, dividend statements and franking credits. It will also automatically generate tax summary statements, cutting down on hours of administration and analysis of taxation data.   Kevin Bungard, CEO of Class, said: “Robo-advice is the fastest growing areas of retail investment […]

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Class partners with peer-to-peer lender

Cloud SMSF administration software provider, Class, has collaborated with peer-to-peer lender, RateSetter, to provide self-managed superannuation fund (SMSF) accountants and their clients with a direct-connect date feed. This would allow for automated data entry and transactions processing within Class. Class chief executive, Kevin Bungard, said the increase in digitisation in the finance sector was appealing to all ages and would allow for a streamlined execution of necessary tasks. “Some industry commentators have previously suggested that peer-to-peer lending may be more attractive to Gen Ys,” he said. “RateSetter experience has shown that a significant percentage of SMSFs, which typically comprise older age groups, are very much on board with the concept […]

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Jul
01

Ignition Wealth superannuation tools drive superfund engagement

Ignition Wealth is Australia’s leading provider of superannuation tools and calculators. Since 2010 our tools and calculators have been used by superannuation funds to drive member engagement and provide excellence in client experience.   “With 750,000 members served over the past six years we know that user friendly tools and calculators hold the key to powerful member engagement. Our technology allows superfund clients and prospective clients to do their financial homework while becoming comfortable with the superfund. This leads to a solid growth in the superfund’s business.” Mark Fordree, CEO, Ignition Wealth.   The Ignition Wealth wealth management solutions are hosted on the superfund’s own website or mobile app. Recognising […]

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Jun
30

Link Digital Solutions announces partnership with Ignition Wealth

Super advice tools integrating with online portals to increase consumer engagement   Digital and mobile solutions provider Link Digital Solutions today announced its successful integration with digital advice provider Ignition Wealth. The integrated offering will provide superannuation fund members with seamless access to advice tools directly through Link’s online member portals.   “The partnership with Ignition Wealth will allow us to prepopulate superannuation advice tools such as personal projections and simulations, and make them readily available within our clients’ online member portals. Ultimately, this will assist funds as they support their members in the journey from accumulation to retirement.   “We seek to integrate with specialist partners in order to […]

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Jun
29

Which fintech innovations are really adding value to customers?

Financial services, of all sectors, has seen some of the most significant technology innovations in recent years. Banks and insurance companies have been very keen to leverage technology in such a way that is mutually beneficial to both vendor and consumer, and now even superannuation is getting involved in the technology revolution. While there is a lot of innovation happening for the sake of it, not all of it is useful for the end user. It sounds simple, but what we learned as we developed our automated SMSF solution is a lesson that a lot of other financial services apps seem to forget at times; good design principles that keep […]

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