The Class Transitions Team can manage the process of transitioning your data to Class. In most cases, Class can load data based on report extracts and data files from your existing software provider. Please refer to your agreement with Class. Class works on a 1-2 week SLA for transitioning funds, depending on the time of year.

The Class Transitions Team can also perform additional services to save you further time. These include updating bank and broker information to speed up the feed identification process, platform/wrap reconstructions, loading depreciation schedules, and transaction backfilling services. You can find out more about these additional services here. 

To contact the Class Transitions Team, email transitions@class.com.au or call 1300 851 058 and select option 2.

What next

If you are ready to start planning and organising your transitions take a look at Getting Started with Transitions.