Lots.
Seriously - in 99% of cases, if you utilise a specific account for your clients, we will get a data feed.
You can download a PDF of our available feeds here: Class Super Automated Data Feeds
The above PDF will be up to date to the date of this article (shown above). If you want an up to date list please contact us.
We are currently building our data base of available feeds for close to 300 bank, broker and platform accounts. Please visit the following reference for more details:
Intello SMSF Administration Data Feeds
Because Intello ONLY works with advisers, and advisers use a limited number of bank accounts, direct equity brokers and platforms, we are totally agnostic when it comes to the type of accounts you decide to use with your SMSF clients.
There are also a large number of accounts where you as the adviser can provide an authority for Intello to access your clients transactional and investment holding data.
Please see this Help Centre article: Adviser Level Class Super Data Feed Authorities
What if the product / account I use is NOT on the list?
Easy.
We can get it added. Because we are preferred SMSF administration partners of Class Super, we can liaise with them on getting your provider added.
In this situation it comes down to demand and the motivation of product provider.
Intello has been instrumental in getting a number of new data feeds up and running with Class and we regularly test new data feeds where we can.
Whether a particular data feed is available or not will not impact your fees. There is always a work-around for us to get the data / reports we need to prepare your SMSF clients accounts.
In addition, we can utilise 3rd parties to receive data for the more obscure accounts (such as credit unions, building societies and smaller banks).
What if we don't use a platform / wrap?
Great.
A number of the advisers we work with utilise investments such as wholesale managed funds that are not held under a wrap / custodian platform. We can definitely handle this - once again its just a matter of determining the most efficient way for us to receive the statements we need to ensure your clients accounts are kept reconciled and accurate.
Likewise with property - you generally don't get a data feed per se, however all income and expenses will typically go via the bank account of the fund. With SMSFs with property investments we generally recommend that a duplicate of the management statements be emailed directly to us, which will save everyone time!
Do you have an Intello data feed to Xplan?
Great question.
Intello has recently (September 2018) been beta testing a 'whole of portfolio' data feed from Class to Xplan's Iress Portfolio System (IPS). We are estimating this will be live late 2018 calendar year.
A more detailed article is available here:
Intello Class Super data feed into Xplan IRESS Portfolio System (IPS)
Class also has integrations with Midwinter Advice OS as well as AdviserLogic.