We are very excited to announce that a new Adviser Dashboard will be available in 2019, via the Class Super system.
SMSFcentral provided input to Class and completed testing of this dashboard, to ensure the features included really capture what our advisers want to see and do, and we are very happy with the end result!
Instead of logging in to client view, advisers will have their own dedicated tool delivering up-to-date information and insights, for all of their clients they have with SMSFcentral.
The dashboard quickly provides high level portfolio information, with the ability to drill down into individual portfolios for more detailed information. Advisers will still be able to access all the data and reports that were available in client view, plus lots more.
It’s the easy way for advisers to stay up to date with their clients’ investments, contributions and pension payments, and create customised data filters to quickly access the data they commonly use.
I already use Client View to access my clients’ information. Do I need to do anything?
Not at all! Once the Dashboard has been rolled out, your client view access will automatically direct you to the Adviser Dashboard on your next login.
You should receive communication from Class a few days before the release, to provide you with more information at that time.
This is a feature which we know will greatly benefit advisers and make the management of their clients’ SMSFs a lot easier, so we hope you are as excited as we are!
If you don’t currently use SMSFcentral for your clients’ SMSF administration and would like to find out more about our services, please give us a call on 1800 24 23 22 for a chat.
Please note that the information contained in this article is general in nature and should not be taken as financial advice, as all situations and clients are unique, so all matters relating to your finances should be given a unique approach. If you are thinking of entering into an SMSF investment, please seek specialised advice from a financial professional.