Overview

HeirWealth is a wealthtech platform that enables families and professional advisors with a centralised living wealth register which aims to harmonise intergenerational wealth. The platform provides simple yet powerful wealth tracking that allows individuals, families and professional advisers to organise everything together in one place.

Integration

The Integration helps Class users to streamline accurate valuation of assets and liabilities held within the clients SMSFs, companies and trusts managed in Class Super and Class Trust to the HeirWealth platform.

This enables members and investors and their professional advisers with a view of assets and liabilities across several classes including traditional investments such as shares, properties and non-traditional assets such as collectibles.

How to establish the integration

To configure the integration from HeirWealth, navigate to the Connect External Account page. Click “Connect” and then select the Class tile, at which point you will be asked to enter your Class login credentials to connect your account.

Grant access to your Class data for the business you want them to be able to access. Once completed, you should have access to all of your fund data inside the HeirWealth application. Balances in HeirWealth will refresh each night automatically.

Granting access to the HeirWealth application - scopes

You will be asked to grant permission to your Class data.  See API Access to Class data - Partner Applications for details. The following scopes will be requested by the HeirWealth Application:

• Read and modify all fund information
• Access your data while you are not logged in to Class

Revoking access from the HeirWealth application

See API Access to Class data - Partner Applications for details on how to revoke access.

HeirWealth support

If you encounter issues, raise a support ticket from the help menu within HeirWealth, or email support@heirwealth.com.