Australian cloud provider Class Super has joined forces with Sydney-based fintech start-up MA Operator to offer managed account and direct client portfolio services to financial advisors.
Class users will now be able to instantly automate client data entry and synchronise transactions in MA Operator.
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Class said that the integrated service will boost efficiencies already offered by the fintech firm, which reduces the cost and effort of administration, onboarding and the ongoing service obligations of monitoring and managing client portfolios.
Class CEO Kevin Bungard said: “MA Operator has the goal of bringing a whole new level of efficiency to the managed account industry, by automating the complete workflow for financial advisers. We’re excited to be working with MA Operator to assist our users with increasing profitability and delivering better client service.”
In addition, advisors will also benefit from MA Operator’s sophisticated rebalancing, analytics, automated records of advice generation, integrated with Class’ administration and reporting capabilities, the cloud provider said.
MA Operator co-founder Shannon Bernasconi said: “As well as removing inefficiencies in the industry, we want to give advisers more power to construct portfolios that will demonstrate real value to their clients. Our partnership with Class, a leader in innovative administration software solutions, supports this ambition.”
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