Class has direct access to more than 180 bank, broker and wrap account feeds.
The following is a list of accounts where an adviser can authorise Intello 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
Asgard
Bell Direct
BT Wrap (including all badged products)
Colonial FirstWrap
Commsec Adviser Services
Dalton Nicol Reid
E*Trade Adviser
Elston
Fitzpatrick
Fortnum Eclipse UMA
Lonsec
Macquarie CMA/T esi - See this article for more information
Macquarie Wrap esi - See this article for more information
Macquarie Online Trading esi
Macquarie PPM esi
Macquarie Prime esi
Managed Accounts (IAS)
Mason Stevens
MLC Wrap (Navigator)
Morgan Stanley
Netwealth - See this article for more information
Perpetual Private Wrap - See this article for more information
Politis Investment Management
Praemium - See this article for more information
Rabo Direct
Russell Investment
The attached PDF from Class outlines in more detail the key information Intello 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.