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SuperMate Portfolio

A sophisticated investment reporting solution for accountants and advisers.

 SuperMate Portfolio provides you with a fast and effective tool to manage the administration, accounting and reporting needs for your clients' investment portfolios.

Pricing

Including data feeds
$10
(excl. GST) per portfolio, per month

Your subscription includes

✓ Drag and drop setup capability
✓ Monthly SMSF educational webinars with CPD points
✓ Software support
✓ Unlimited users
✓ Free API access
✓ 260+ data feeds

 

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What our clients love

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Easy to learn and use

We’ve reduced the number of screens and clicks required to complete tasks and automated more features. SuperMate’s intuitive interface and beautiful design makes it easy to learn so your staff will be up and running in no time. 

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Improve customer value proposition
Access well-formatted and easy to read reports at the touch of a button. Automate and customise your reporting to enhance your service offering and deliver information to your clients when they need it the most.
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Automated tasks and processes

Spend more time focusing on your clients with powerful document recognition and data extraction thanks to Data HeroTM, advanced transaction matching and improved data feeds.

Get in touch

Complete the following form and we'll be in touch shortly!

Supermate - Get Started Form