Family office software with Zoho integration

Super connects seamlessly with Zoho 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 Zoho integration?

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

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

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

Automatically fetch data from Zoho.

Centralise your reporting including Zoho included.

How Zoho works with Super

Super connects directly to Zoho, 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 Zoho data.

View consolidated reports directly in your Super account.

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

Benefits of integrating Super with Zoho

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

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

Eliminate manual exports and imports from Zoho.

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

Grow your operations without adding extra admin work.

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