We are able to assist with transitions of existing client accounts data onto Class for a fee.
Fees applicable are
- Manual transitions - $330
- BGL transitions - $165
- Other software - P.O.A.
Please note that the paid transition service provides a lot more than just a pure data transition. We also review the accuracy of imported data against the prior year audited financial accounts and assist in regards to activating all applicable data feeds (you still need to liaise with your clients however).
To submit a fund for transition please use the following form: