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