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"Now we’re able to give the same level of visibility to clients as our advisers have and it’s completely transparent. They can log in and see every single investment and all their banking accounts and check where their money is going."
“Being able to review financials and investment reports in real time has enabled our staff to have more meaningful conversations with our clients. Class Trust has also removed a significant number of bottlenecks we would traditionally see when processing Trusts.”
BGL is Australia’s leading developer of SMSF administration and ASIC corporate compliance software solutions. BGL cloud solutions include Simple Fund 360, Australia’s leading cloud SMSF administration software solution and CAS …
ALF Software Inc. is Canada’s premier solution for corporate records management. Since 1995, ALF has been adopted by many of the largest and some of the smallest law firms and …
Commenda is the global compliance and entity management platform for companies that operate across borders. They are doing this to ensure another century of economic prosperity and human freedom. At …
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