Xplan / Class Super - Integration Set Up and Reporting (Video)

Superfund Wholesale is now Intello.

Please find the updated version of this article in the new Intello Help Centre here:

http://help.intello.com.au

 

 

 

This video explains the process of setting up a integration between Xplan and Class Super.

Xplan v2.13 is required as a minimum. 

Class / Xplan Integration

The following article also provides additional information:

Xplan integration with Class Super

It is also possible to export and download investment transactional data from Xplan which can be imported into Class Super.

 

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