Class Portfolio

Class Portfolio is an investment portfolio accounting software that provides automated administration, accounting, and reporting for companies, trusts, and individuals. The software streamlines portfolio management for accountants, administrators, and financial advisers. Class Portfolio generates detailed investment reports to give users a single view of a portfolio's financial position, operating statement, and balance sheet. Users can access up-to-date portfolio information from any device and easily collaborate by sharing information between trustees, accountants, and advisers. The software also offers consolidated views of SMSF and non-super portfolios. Key features of Class Portfolio include bulk processing of entities and corporate actions, automated income proc...