Class Portfolio
Class Portfolio is an innovative financial management software designed for accountants and financial advisers. It streamlines investment portfolio administration with automated income generation, bulk processing of corporate actions, and real-time reporting. Users benefit from consolidated views across all entities, secure document management, and seamless collaboration, enhancing productivity and client service.
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Top Class Portfolio Features
- Automated income generation
- Bulk corporate actions processing
- Live portfolio reporting
- Consolidated portfolio views
- Daily transaction reconciliation
- Smart tax statement aggregation
- Electronic signatures integration
- Instant property valuations
- Document management features
- Flexible client access
- Customizable report packs
- Audit trail for transactions
- Foreign asset support
- Unlimited user access
- Seamless training and support
- Cost-effective licensing model
- Streamlined actuarial certificate requests
- Secure client messaging
- Simplified investment tracking
- Automated general journaling
