Family office software with Dynamic Planner integration

Super connects seamlessly with Dynamic Planner 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 Dynamic Planner integration?

Our Dynamic Planner integration allows family offices to connect Dynamic Planner 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 Dynamic Planner data visible in dashboards and portfolio views.

Consolidate Dynamic Planner accounts alongside banks, custodians, and other data sources.

Automatically fetch data from Dynamic Planner.

Centralise your reporting including Dynamic Planner included.

How Dynamic Planner works with Super

Super connects directly to Dynamic Planner, 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 Dynamic Planner data.

View consolidated reports directly in your Super account.

Support better decision-making with up-to-date Dynamic Planner data.

Benefits of integrating Super with Dynamic Planner

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

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

Eliminate manual exports and imports from Dynamic Planner.

Reduce errors and maintain reliable reporting with data directly from Dynamic Planner.

Grow your operations without adding extra admin work.

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