Family office software with Stock & Shares integration

Super connects seamlessly with Stock & Shares 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 Stock & Shares integration?

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

Gain real-time insights with Stock & Shares data visible in dashboards and portfolio views.

Consolidate Stock & Shares accounts alongside banks, custodians, and other data sources.

Automatically fetch data from Stock & Shares.

Centralise your reporting including Stock & Shares included.

How Stock & Shares works with Super

Super connects directly to Stock & Shares, 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 Stock & Shares data.

View consolidated reports directly in your Super account.

Support better decision-making with up-to-date Stock & Shares data.

Benefits of integrating Super with Stock & Shares

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

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

Eliminate manual exports and imports from Stock & Shares.

Reduce errors and maintain reliable reporting with data directly from Stock & Shares.

Grow your operations without adding extra admin work.

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