HeirWealth integrates with Class Super

Australian-based wealthtech HeirWealth has announced a new integration with Class Super, one of Australia’s premier SMSF administration solutions.

“This exciting development allows HeirWealth and Class Super customers to seamlessly access accurate valuations for assets and liabilities managed within Class’s software,” said Ray Tubman, Founder & CEO of HeirWealth.

“The integration means that existing Class Super customers, including accountants and financial advisers, can easily link existing Class accounts into HeirWealth with automatic daily valuations, therefore eliminating the need for manual data maintenance,” he said.

“This collaboration is all about simplifying the centralisation of family wealth for accountants and advisors by enhancing HeirWealth’s integrations,” said Mr Tubman.

“HeirWealth is committed to providing our clients with the tools and insights needed to capitalise on the Great Wealth Transfer with confidence whilst nurturing intergenerational engagement,” he said.

With a comprehensive view of assets and liabilities spanning more than 40 different classes—including traditional investments like shares, funds and property, as well as non-traditional assets such as collectibles—the HeirWealth platform helps accountants and financial advisers to capitalise on the Great Wealth Transfer, by enriching long-term client relationships through actionable data insights, a sophisticated user experience, and relationship building tools to engage clients and their families.

The HeirWealth application connects seamlessly with 20,000 financial institutions globally, simplifying the aggregation of wealth data into its comprehensive registry platform.

Beyond its role in consolidating wealth management, the HeirWealth app serves as a powerful tool for individual families, family offices, and professionals in Australia and the UK. It offers customisable white-label solutions for financial advisers, wealth managers, accountants, lawyers, and other professionals.