NUDGE™ – PORTFOLIO MANAGED SERVICE FOR FINANCIAL ADVISERS USING CLASS

Financial Simplicity works closely with Class to provide an integrated portfolio management, monitoring, alerting and review service for financial advisers called Nudge

The combined experience of Class and Nudge brings best of breed capabilities for accountants and advisers to comprehensively advise, manage and account for client’s investment portfolios

For more information about Nudge, read our Frequently Asked Questions

Class Related FAQ:

Q) Can I load select funds / accounts / portfolios from Class into Financial Simplicity Nudge ?

A) Yes, the portfolios pulled into Financial Simplicity from Class is a function of the credentials you provide and the funds / accounts / portfolios that are associated with those credential and that you permission to go to Financial Simplicity

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To view a demonstration of the features of our compliance suite.