Powering the future of financial advice
FOR FINANCIAL ADVISORS
Super Advisor makes it easy to give high-touch, personalized advice
and grow your business without barriers.
FOR FINANCIAL ADVISORS
Super Advisor makes it easy to give high-touch, personalized advice
and grow your business without barriers.
Our customizable flows let you hit the ground running by giving top tier support to all of your clients.
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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.
Keep more of what you earn and give better advice at scale. It's a win-win for everybody but your current dealer.
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!
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.
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.
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.
Learn more about our mission and how we're changing the landscape of technology for advisors
