CRM for Family Offices

Central Dashboard

Keep tabs on your business with our total overview dashboard. Total assets, clients, website statistics and more.

Client Contacts

Keep your client contact details where you need them - with their portfolios. These contact details link to our marketing tools for easy communication and with our billing tools for easy admin.

Easy Communication

Filter clients by any criteria and send communications directly from your admin.

Personal Outreach

Personalise and send outreach emails, and increase response rates with automated follow-up sequences.

So much more...

Each of our plans includes a standard set of features relative to your stage of growth. As you grow, simply upgrade your plan and unlock more features to help your next stage of growth.

Fully-managed

Everything we build comes with full management and impeccable support. You can update your own site if you prefer, or simply send us an email and we'll take care of it.

Security

Security is of paramount importance to us. We work with our providers to continually update systems, patches, and processes to keep your data secure.

Lightning-fast hosting

We host our platform in datacenters using AWS. This ensures data is securely controlled, and that our platform is as fast as possible.

Uptime Monitoring

We monitor our systems and your website 24/7 for optimum uptime. You'll never lose another second of sleep worrying about your website working correctly.

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