Overview
IRESS, a principal supplier of share market and wealth management systems in Australia, Asia, New Zealand, Canada, South Africa and the United Kingdom, have developed a software integration between Xplan and Class. The integration aims to increase efficiency, reduce operating costs and drive improved service levels.
Class and Xplan integration allows you to:
- Access up-to-date member and investment information and dashboard views, directly from Xplan. These include fund details, member details and contribution details.
- Have dashboards that include information on fund details, member details and contribution limits.
- Run a range of reports for SMSF clients in Xplan using Class data including Contribution Caps, Member Benefits Statements, Statement of Financial Position and Capital Gains.
- This is available from Xplan version 2.13 onwards
Class SMSF Dashboard and Reports
Advisers who have access to Class can also access Portfolio dashboards and reports for their SMSF clients. This provides advisers with a real time view of Member Account Balances, Contributions Cap and Financial Positions from Class.
Accessing Portfolio dashboard and reports in Xplan
Navigate to User Preferences > Portfolio > Class SMSF
- Enter your Class username and password
- The dashboard is accessed from the Class tabs in the client's dashboard page.
- Click the icon on any of the tabs
- Select Link to link the Xplan superfund client entity to a Class SMSF entity that is visible to your Class account.
The Dashboard
The dashboard contains tabs for Fund Details, Member Details and Contribution Caps:
Reports
Reports are available for Contribution Caps, Member Benefit Statement, Statement of Financial Position and Unrealised Capital Gains.
These can be accessed from the existing Portfolios Reports page.