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30 Oct, 2018

Meet the demands of your SMSF clients with automated data feeds

The manual entry of fund transactions is becoming a thing of the past. SuperMate links to hundreds of third party organisations (banks, brokers and wraps), enabling automatic processing and reconciliation of fund transactions, and ensuring fund reporting is always up to date. Make sure you’re utilising our data feeds!

Latest data feeds

Transaction data now automatically flows from the following wrap accounts into SuperMate: Netwealth; AMP North; AMP Personal Portfolio Service; and Asgard.

How do I activate a data feed?

Two options to help you learn:

We’re here to help

For help, please contact success@supermate.com.au.

Otherwise, go to the Help menu within SuperMate, then select SuperMate Help, then Data Loads and Service Centre.

 

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