Family office software with CSV integration

Super connects seamlessly with CSV to help family offices and wealth managers unify data, automate reporting, and streamline operations — all in one platform.

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What is the CSV integration?

Our CSV integration allows family offices to connect CSV directly with Super. By syncing Asset Aggregation data into a single dashboard, you gain clarity, precision, and real-time insights across your entire portfolio.

Gain real-time insights with CSV data visible in dashboards and portfolio views.

Consolidate CSV accounts alongside banks, custodians, and other data sources.

Automatically fetch data from CSV.

Centralise your reporting including CSV included.

How CSV works with Super

Super connects directly to CSV, pulling your data into one platform so you can track, report, and manage it alongside all your other assets.

Save time with automated data flows.

Improve accuracy across assets and liabilities by including CSV data.

View consolidated reports directly in your Super account.

Support better decision-making with up-to-date CSV data.

Benefits of integrating Super with CSV

Connecting CSV with Super unlocks time savings, accuracy, and clearer reporting — helping family offices make better, faster decisions.

Unify reporting by consolidating CSV data with banks, custodians, and other systems in one dashboard.

Eliminate manual exports and imports from CSV.

Reduce errors and maintain reliable reporting with data directly from CSV.

Grow your operations without adding extra admin work.

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Discover how leading family offices unify assets, automate reporting, and gain clarity.
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