The Super Advisor platform includes a comprehensive suite of features designed to help financial advisors manage their business and serve their clients effectively. This includes an advisor app for managing workflows, a client portal for providing clients with access to a personal financial app, and an automation platform for streamlining routine tasks.
Automations in Super Advisor work by connecting various third-party applications together and creating workflows based on triggers and actions. This allows financial advisors to automate routine tasks and streamline their workflows.
Yes, we provide automation templates with best practices for financial planning and managing your business. These templates cover lead generation, social media, client meetings, and portfolio monitoring, and everything in between.
Yes, you can create your own automations in Super Advisor using our intuitive drag-and-drop interface. Our platform supports a huge library of apps and services, giving you the flexibility to create custom workflows that suit your needs.
No, you do not need any coding experience to create automations in Super Advisor. Our platform uses a visual drag-and-drop interface that makes it easy for anyone to create custom workflows without needing any technical expertise.
Yes, we have an in-house support team that can help you create or customize automation templates to suit your specific needs. Our team is available to answer any questions you may have and help you get the most out of Super Advisor.
Super Advisor supports integration with a wide range of third-party applications, including popular tools like Mailchimp for email marketing, Google Suite for productivity and collaboration, and Office 365 for cloud-based office solutions. With a long list of supported apps, you can connect with the tools you need to streamline your workflow and improve your productivity.
Yes, you can white-label client communications and other aspects of Super Advisor with your own branding and logo. This allows you to offer a customized solution to your clients and create a consistent brand experience across all of your digital platforms.
The advisor always owns and manages the relationship with the client. Super Advisor takes a back seat and only manages the portfolios if we are the portfolio manager on the account.
Absolutely! You can refer the investment management portion to Super Advisor and pick one of our well-researched strategies to keep costs low and value high. We can take care of trading and rebalancing.
Yes, absolutely! If you have your CIM or CFA, you can manage your own discretionary portfolios. We can also provide support during the transition so you don't miss any time in the markets.
No, if you want to focus on financial planning and relationships and simplify your business, we can take care of discretionary portfolio management. Otherwise, if you want to manage discretionary portfolios yourself, you'll need to be a portfolio manager.
We partner with large financial institutions to be the custodians of the accounts. This ensures that you and your clients can feel confident that the funds are in good hands.
Advisors can use the platform without moving their clients' custody, but to get the full value of our services, it is recommended that you use our preferred custody partner. Doing so will enable you to benefit from digital onboarding and movement of funds.
Not always. In some cases, we can get bulk transfers done without needing a full re-papering. Additionally, there are cases where re-papering can be postponed until up to a year after transferring. However, if you are moving from a large financial institution, it is likely that you will need to re-paper the accounts.
Yes, we offer several well-researched portfolio strategies to help keep costs low and value high. Financial professionals, including advisors and planners, can outsource investment management to Super Advisor, allowing them to focus on building and managing client relationships.
If you have the necessary qualifications such as a CFA or CIM designation, you can manage your own portfolios. However, we can still provide support during the registration process, and offer our expertise to help ensure a smooth transition.
We offer a variety of strategies to choose from, including low-cost diversified ETF portfolios and factor-based strategies. Our focus is on sound fundamental reasoning, backed by research. We prioritize strategies with long-term performance and stability, rather than short-term, high-turnover strategies.
The portfolio manager can be either you or Super Advisor, depending on how you choose to run your business. If you prefer to focus on relationships and financial planning, you can outsource the investment management to us. If you are a qualified discretionary portfolio manager, you can manage the portfolios yourself. We offer flexibility and support to help you make the best decision for your business.