Class has direct access to more than 120 bank, broker and wrap account feeds.
The following is a list of accounts where an adviser can authorise Superfund Wholesale to receive transactional and balance data without necessarily requiring each client to sign an authority form individually.
Please note that the following list is subject to change.
If you would like an up to date list of what data feeds are available, please contact us.
- AMP North
- AMP PPS (Personalised Portfolio Service)
- Antares Capital SMA
- Australian Money Market (AMM)
- Bell Direct
- BT Wrap (including all badged products)
- Colonial FirstWrap
- Commsec Adviser Services
- Dalton Nicol Reid
- E*Trade Adviser
- Fortnum Eclipse UMA
- Macquarie CMA/T esi - See this article for more information
- Macquarie Wrap esi
- Macquarie Online Trading esi
- Macquarie PPM esi
- Macquarie Prime esi
- Managed Accounts (IAS)
- Mason Stevens
- MLC Wrap (Navigator)
- Morgan Stanley
- Politis Investment Management
- Rabo Direct
- Russell Investment
The attached PDF from Class outlines in more detail the key information Superfund Wholesale requires to configure the above data feeds on your behalf.
In addition a full list of available Class data feeds can be downloaded here.
The above list and PDFs below are subject to change. For an up to date list please contact us and we will send you can updated version.