Pricing

Choose a monthly plan that includes everything your family office needs right now, and upgrade only when you need to.

No contracts. Unlimited support.

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Start

£1,000/month

Grow

£5,000/month

Scale

£10,000/month
Overview
Suitable for
Small family offices and advisors.
Growing family offices and advisors.
Established family offices and advisors.
Total AUM
Total assets across all clients in your account.
Up to £100m
Up to £1bn
Up to £10bn
Users
User accounts are for your team to access the platform.
Example: 3 team members will need 3 user accounts.

1
3
Unlimited
Clients
Client accounts are for your clients to access the platform. Perfect if you run a multi-family office or advise multiple clients.
Example: 1 client/family requires 1 client account.
Unlimited
Unlimited
Unlimited
Unlimited support
Ask for as much help as you need, and we'll complete one request at a time.
Support response
How fast we respond to support queries.
48 hours
48 hours
48 hours
Help docs
Help docs to help you solve simple issues, and answer common questions.
Email & ticket support
Easily ask for assistance via our support centre.
Features
Website
Responsive, SEO-optimised website for your family office.
NFC Business Cards (costs apply)
Make better connections with digital business cards.
£3 /month per card
Onboarding
Rapidly onboard new clients.
CRM
Manage your clients and contacts.
Portfolio Management
Aggregate and manage assets for each client.
Client Portals
Secure, branded portals for your clients.
Reporting
Beautiful, branded reports for your clients.
Billing & Invoicing
Simple client invoicing with fee calculations.
Soon
Soon
Soon
Document Vaults
Securely store and share documents with clients.
Visual structures
Easily visualise ownership structures.
Soon
Soon
Soon
Communications
Communicate with clients directly within your dashboard.
Soon
Soon
Soon
Data & User access
Encrypted data
Data silos for each client
Multi-factor authentication
SSO/SAML authentication
Asset aggregation
Data Import
Effortlessly import data from spreadsheets or CSV files.
Manual
Perfect for real estate, collectibles, vehicles, watches, jewelry, wine, and alternative investments.
Crypto
Add cryptocurrency holdings and keep prices and values updated automatically.
Example: Bitcoin (BTC), Ether (ETH).
Stocks
Add stocks and share holdings and keep prices and values updated automatically.
Example: Tesla (TSLA), Microsoft (MSFT)
Commodities
Add holdings in goods traded in global markets and keep prices and values updated automatically.
Example: gold, oil, gas.
Protection
Include insurance and protection products for a more complete view of your finances.
Liabilities
Financial obligations that need to be factored into your estate planning.
Example: loans, mortgages & owed obligations.
Banking Integrations
Integrate banking data feeds directly into each client account. We'll keep these synchronise automatically saving your hours of work.
Soon
Soon
Soon

Basic

Popular
$96/year
Basic features for up to 10 users with everything you need.
Get started

Business

$192/year
Advanced features and reporting, better workflows and automation.
Get started

Enterprise

$384/year
Personalised service and enterprise security for large teams.
Get started
Overview
Basic features
Users
10
20
Unlimited
Individual data
20GB
40GB
Unlimited
Support
Automated workflows
200+ integrations
Reporting and analytics
Analytics
Basic
Advanced
Advanced
Export reports
Scheduled reports
API access
Advanced reports
Saved reports
Customer properties
Custom fields
User access
SSO/SAML authentication
Advanced permissions
Audit log
Data history

We love our customers.
Our customers love us.

Here's why family offices love Super.

Love the simplicity of the service and the prompt customer support. We can’t imagine working without it.

— Anthony Bruchez
Director, Leading Edge Wealth Management

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