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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 …
Athennian is a modern legal entity and corporate secretary management cloud platform. Elegant data management and document automation for compliance, ownership, governance, eSign, Office365, and more. Legal entity management cloud …
Corporify is a leading tool for legal entity and shareholder management. Key features include digital share registers, compliance tracking, document generation and reporting. They offer a frictionless user experience and …
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