Xplan integration with Class Super

It is possible to activate an integration between Class Super and XPLAN by iRESS.

UPDATE 15/10/2015: We have been advised that this functionality in Xplan is currently no longer active and it scheduled to be updated and released in Late Feb 2016 (release 2.18.0).

Xplan version 2.13 as a minimum is required.

This integration means users of XPLAN and Class can access up-to-date member and investment information and dashboard views, directly from XPLAN.

These include:

  • Fund details
  • Member details
  • Contribution limits
  • Contribution caps reports
  • Member benefit statements
  • Statement of financial position
  • Capital gains reports

Full transactional details can also be pushed from XPLAN to Class Super for a client’s accountant to maintain current information for the SMSF.

Further reports and dashboards will be made available in the future.

 

For information / assistance on activated this integration, please contact us.

 

Would you like a Class data feed into Xplan?

We are currently interested in hearing from advice businesses using Xplan who would like us to be able to provide a comprehensive / consolidated data feed of client portfolio data (SMSFs and non-SMSF portfolios) into Xplan.  

If you would like to know more about this opportunity, please contact us.

 

 

 

 

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