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“Class Trust gives us comfort that we’ve captured all of the information on a client’s portfolio, leading to more complete and accurate outcomes.”
"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."
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 …
Carta build software to help companies, investors, law firms, and employees modernize the way they manage ownership. Carta is modernizing and revolutionizing the way private companies manage and interact with …
Sherpany is the leading Swiss meeting management solution, designed to meet the unique needs of Board, Board Committee, and Executive meetings. Trusted by Europe’s top companies, Sherpany boosts meeting productivity …
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