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Powering the future of financial advice


Super Advisor makes it easy to give high-touch, personalized advice
and grow your business without barriers.

Flows to streamline your entire business

(Yes - you can customize or create your own, too!)

Give top tier service to every single client

Our customizable flows let you hit the ground running by giving top tier support to all of your clients.

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What sets us apart

Financial Graph

Our proprietary Financial Graph database lets us help you connect the dots and give proactive advice like never before imaginable.


Every aspect of your processes can be automated in a way that is customizable to your business.


Connect to 3rd party services to make end-to-end workflows, regardless of what software you use in your business.

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Your business free from constraints

Keep more of what you earn and give better advice at scale. It's a win-win for everybody but your current dealer.

Keep more of your revenue
Leverage lifetime capital gains exemption at sale of your business
Create enterprise value and increase sale price of your business
Control all of your costs

What people are saying about us

Here's what the experts are saying about Super Advisor.

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To be able to give the same service as I do to my top clients for all of them automatically - that is a game-changer!

Portfolio Manager

I used to use so many different systems to run my business.  Salesforce, Mailchimp, our firm's advisor desktop, and more.  Super Advisor blends everything together seamlessly in such an intuitive way.

Investment Advisor

These automations change everything. I can't believe you could automate this much of our processes and still maintain our high-touch and personal feel that our clients expect.

Financial Planner

These people really figured it out.  I thought we had pretty good software before, now I am almost mad at my dealer firm for taking so much for so little value.

Investment Advisor

There's a better way
to run your practice

Learn more about our mission and how we're changing the landscape of technology for advisors

How Do I Streamline My Practice?

Latest blog posts

Launch your practice with Super Advisor

We'll be in touch!

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