Create portfolios for each entity. One for a trust, one for a company, one for a family member, and more. Nest portfolios inside each other to structure ownership exactly how you require.
Secure Access Control
Give granular access to each portfolio, and cascade that access to portfolios nested within.
Automated Reporting
We've replaced manual PDFs and presentations with automated digital reporting. We display the right data, in the right format, to the right users, and all completely automated for financial clarity at all times.
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.
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.
Stocks, Crypto, Commodities
Add any stock, crypto or commodity holdings, and we’ll keep track of values so your portfolio stays updated automatically.
Currency Conversion
Set your preferred currency, and we’ll show every asset and liability value in that currency, in real-time.
Integrations
We have thousands of integrations to choose from - banks, wealth platforms, insurers, institutions. Simply select and authorise your provider, and we’ll update your assets & liabilities, in real time.
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
See Super in action
Book your demo now to see how Super can help you start, grow, and scale your family office.
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