23 January 2025
[New York, NEW YORK] – Asset Class, a leading provider of digital private capital management solutions, is pleased to announce an agreement with Partners Wealth Group to implement its Investor & Fund Management (IFM) solution across its internal operations and investor client base.
Partners Wealth Group, one of Australia’s leading diversified wealth management businesses, will benefit from significant productivity and efficiency improvements, while its clients, partners, and investors will gain from this advanced technology partnership.
Asset Class’s Investor & Fund Management solution will enhance Partners Wealth Group’s operations by providing streamlined digital onboarding for investors, comprehensive reporting, and efficient handling of fund administration activities. Additionally, real-time investor activity tracking and enhanced data functionality will lead to greater operational efficiency and accuracy.
“Implementing the Asset Class platform is a strategic move that aligns perfectly with our goals to enhance operating efficiency and elevate the client experience,” said Simon Glendenning, Chief Operations Officer at Partners Wealth Group. “By streamlining processes and offering a more integrated approach, we can deliver superior service and drive sustainable growth”
“We are excited to be working with the team at Partners Wealth Group to deliver this leading-edge solution to its team and extended client base” said Ferdinand Roberts, Chief Executive Officer at Asset Class. “Partners Wealth Group are clearly focused on delivering exceptional service in their chosen markets, and we are honoured to work with the PWG team to help meet this aim. Together with PWG we are helping to raise the bar as it relates to the investor experience in the Australian market and by streamlining their internal operations, we’re helping their team focus on activities that deliver the highest impact for their valued clients. It’s a win-win.”
About Asset Class
Asset Class is a leading platform for firms in the private capital industry. Its mission is to become the global leader powering private capital by delivering best-in-class solutions for fundraising, investor relations, investor portals, deal flow management, portfolio management, and fund administration.
Asset Class’s solutions leverage the world’s top technologies, including Salesforce (CRM), DocuSign (eSignature), and Plaid (bank-connected solution). These technologies are seamlessly integrated to provide a comprehensive product suite, serving the entire investment lifecycle for firms worldwide, including private equity, venture capital, family offices, RIAs, real estate, fund of funds, and private debt.
Established in 2019, Asset Class has locations in Sydney, New York, London, Dublin, and Atlanta. With a commitment to innovation and to power private capital, their front, middle, and back-office solutions enable clients to securely digitize and grow their firms more effectively, delight their investors, and maintain compliance effortlessly.
Press Contacts for Asset Class
Sam Roberts
Asset Class
Press@assetclass.com
