As an accountant or SMSF specialist, you’ll be happy to know that when you connect Class with myprosperity it eliminates double handling of client details and allows you to provide information to clients without their login details. When an SMSF is linked, the client portal will reflect the information in Class such as their holdings, transactions and balances, and will be updated on a regular basis.
All clients can reap the integration benefits with Class, simply link through using the client email address and the integration does the work for you. Unlock powerful data insights with myprosperity and Class, and maximise efficiencies without the extra work.
Login to the myprosperity client portal. From the menu, navigate to Configure – Integrations, and select Class. Then follow the prompts, it takes just a few seconds to complete the set up. How do I set up Class Super Integration?