Empowering advisers to grow their business

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Strengthening client relationships

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Helping advisers build scale

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Enhancing client experience

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Rebalance portfolios

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PIMS is a portfolio management solution that assists financial advisers in efficiently and effectively managing their clients investment portfolios. With PIMS, advisers are able to create scale in their business whilst at the same time providing tailored portfolios to clients so as to meet each clients different goals and objectives.

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We would love to hear from you! Call, visit, email or write to us today.

Phone: (03) 9016 9378

Email: sales@classleadingsolutions.com

Address: Level 9, 88 Pitt Street
Sydney NSW 2000

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