icon-ViewSuper_white-2 ViewSuper dashboard

ViewSuper helps you collaborate with your clients’ through real-time interactive dashboard.

Helping you with compliance monitoring for contribution caps, pensions and investment strategy allocations, as well as automated alerts and other clever little features. You control what information your clients’ will be able to access, and the information they see will be as up to date as the data you are working on.ViewSuper-on-multiple-devices.jpg

Value for accountants

  • Track completion of funds across your business
  • Track improvements in automation
  • Monitor funds with un-reconciled transactions
  • Quick feedback from clients on unknown transactions

Value for financial advisers

  • View investment details for any fund
  • Take fund information with you on the road
  • Make Trustee meetings more engaging
  • Quickly find holdings across your client base

Value for trustees

  • Real-time access to fund summary information
  • Stay informed of compliance issues through alerts
  • Upload files or photos straight to your accountant
  • Assist in classifying unknown transactions

 

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ViewSuper dashboard