🎉 We just raised a $2M seed round led by Rhino Ventures 🚀
Read more about how we're using it to empower advisors to modernize their businesses free from the constraints of the big banks

Authentic advice, supercharged by technology

Future-proof your business with our all-in-one platform for financial advisors.
www.superadvisor.ai
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· Case studies

Everything you need in one place.

We build a custom set of features just for advisors to cover all your most important business processes
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CRM
Manage your clients' information and interactions with ease, all in one place.
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Portfolio Management
Track and manage your clients' investment portfolios with ease.
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Digital Signatures
Sign and execute documents quickly and securely with our built-in digital signature tool.
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Onboarding
Get your clients up and running quickly with our streamlined onboarding process.
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Document Vault
Store and share important documents with your clients securely and conveniently.
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Meeting Scheduling
Schedule meetings with clients and colleagues effortlessly, all within our app.
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Task Management
Keep track of your to-do list and ensure that nothing falls through the cracks.
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Assessments
Create customized assessments to help your clients better understand their financial health and goals.
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Opportunity Pipeline
Manage your sales process with ease and close more deals.

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Branded E-mails
Send branded e-mails to clients, fully integrated with automations.
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Client Portal
Provide your clients with a comprehensive view of their finances, all in one place.
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Financial Planning
Help your clients create and execute personalized financial plans that align with their unique goals and aspirations.
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Automations
Leverage a library of automations that coordinate your entire business. Automations can connect to all our internal features and a massive library of 3rd party applications.
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and many more...
Believe it or not, there's even more great features to love!
01
· Introduction

Convenient ways to manage your business.

Super Advisor has great solutions for investment advisors, financial planners and other financial professionals with different business models.
Portfolio Managers
Run your own portfolio management firm. Be fully independent.
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Learn More
Portfolio MANAGERS & PLANNERS
Build and grow a book with the Super Advisor team. The best of both worlds.
Learn More
ACCOUNTANTS, PLANNERS & OTHER PROS
Refer investment management clients. Expand your offering.
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Learn More
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· THE BEST CLIENT EXPERIENCE

More than just a client portal.

Your clients get more than just a portal - they get a powerful tool to provide them with a comprehensive view of their finances, all in one place. They can easily track their investments, monitor their cash flow, and plan for their future.
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Investments

Empower your clients to track and manage their investments easily, and help them achieve their financial goals by providing tailored recommendations based on their unique needs.
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Financial Planning

Help your clients create and execute personalized financial plans that align with their unique goals and aspirations, while simultaneously building strong, long-lasting relationships with them as a trusted advisor.
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Cash Flow

Provide your clients with a comprehensive view of their cash flow, allowing them to optimize their spending and achieve financial stability, all while giving you the necessary insights to deliver top-quality advice and recommendations.
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· INTEGRATIONS

Connects with all your favourite apps.

Optimize your business processes by connecting workflows right in Super Advisor with all your favourite apps and social media platforms.

Financial advisors are taking notice.

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!

Ben
Portfolio Manager

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

Julianna
Financial Planner

Get started with Super Advisor today.

Start with a single client and see the full power that the Super Advisor platform has to offer.

Get access