External Providers

Class

Class is a cloud based accounting software which has the ability to give you current valuation reports at any time. Rather than having to wait until your accounts are completed annually to get the full picture of how your fund is operating.

This video highlights all the features you are able to access Class Introduction Video.

As you can see the reporting and functionality of Class is outstanding.

Xero

Xero’s cloud accounting software connects people with the right numbers anytime, anywhere, on any device.

BT Panorama

Offering innovation in wealth management BT Panorama leverages new technologies and the latest design methodologies to deliver an investment solution for managed portfolios, managed funds, term deposits, BT cash and listed securities.