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Solution introduction
Fast, accurate daily investment reporting for companies, trusts and individuals
Class Portfolio is a powerful cloud software solution for streamlining investment portfolio accounting, administration and reporting
A cost effective, highly automated solution
Class Portfolio is an automated and cost effective software solution for accountants, administrators and financial advisers, providing the ability to manage the administration, accounting and reporting needs for your clients’ investment portfolios. The feature-rich solution makes an immediate difference to your business and dramatically reduces portfolio administration time.
