Stop stitching together a stack that doesn't talk. Super Advisor builds the record, preps the reviews, keeps KYC current, and catches drift for every household — so the service you save for your top clients reaches your whole book. You review and decide.
Your CRM, your notetaker, your compliance tools — none of them do the work, and none of them talk to each other. Super Advisor is the one system that gets it done: record built, reviews prepped, KYC current, drift caught — across your whole book, drafted for your sign-off. You review and decide.
"[ Real advisor quote — a specific before/after with a number. e.g. 'Review prep went from 3 hours a household to 20 minutes. I stopped dreading review season.' ]"
"[ Real quote — the audit/compliance angle. e.g. 'First clean audit in years. Every field traced to its source, nothing to scramble for.' ]"
"[ Real quote — the growth/pipeline angle. e.g. 'Same-day one-pagers won me two households my old process would've lost.' ]"
Drop in what you have. Super Advisor builds the full picture, tells you what needs doing, and keeps it current — for every household in your book.
Statements, a meeting, emails, a prior CRM export — no forms, no fields to map.
A full client picture, every field traced to its source — low-confidence values flagged for you to confirm.
What's missing, what's due, what to confirm — each one click to resolve.
Set it up once — then your whole book stays organized, and you stay in control.
The benchmarks advisors live with today — and the targets Super Advisor is built toward.
Illustrative figures are industry benchmarks; targets are goals Super Advisor is designed toward, not guarantees. Your results depend on book size and workflow.
The work you do for every client, done to your standard and kept current. In your own words:
"Tell me which households are off-track on the way I've committed to serve them — before they notice, not at the next review."
Set your standard once — KYC age, review cadence, data currency — and catch the household that slips before your next review. The standard you set is the standard your book runs on.
"A new household just signed with me. Get their full picture into our system with as close to zero typing as possible."
Drop in the statements once — the full profile assembles itself, every field traced to its source for you to confirm. Then it syncs onward, so you never enter it twice.
"Before any meeting, tell me what changed and what to ask. After it, capture the notes, actions, and KYC updates so I never retype what I just discussed."
Walk in briefed on what changed and what to ask; walk out with notes, actions and follow-ups already drafted for your review — routed to you and your CSA, written back to the record.
"I just left a discovery meeting. Give me a branded one-pager within 24 hours that shows I understand their situation better than their current advisor."
Turn a discovery meeting into a branded, situation-aware one-pager you can send the same day — observations and questions, never advice, and you edit every word before it sends.
"Certify that I've reviewed this client's KYC and it's current, on my firm's cadence, in a way that survives an audit."
Super Advisor flags stale KYC and queues it for client confirmation and your attestation — timestamped, attributed, immutable. No annual scramble; you sign off.
"Help me see and keep current what the household holds outside my book — without making them upload statements every 90 days."
See what the household holds beyond what you manage, kept current without you chasing a single outside statement — and a clear list of what's left to gather.
"Open the accounts, transfer the assets, and fund the relationship without my team typing forms or chasing signatures."
Custodian packages pre-filled from the household record, validation that catches errors before they become rejections, and transfer tracking through to funded.
"What did this client say about their parents' care? Who's holding too much cash? Show me everyone with a liquidity event this year."
Ask in plain English and get the note, doc or email that answers it — with the source attached, so you confirm rather than guess. One household, or the whole book.
"Let my CSA and I work one client file together — not three copies in three places."
You and your CSA work the same client file — one record, not three copies in three tools, every change attributed and traced to its source.
"Give my clients a single branded place to onboard, share documents, see their full picture, and reach me."
One branded portal where clients onboard themselves, connect accounts, see their whole financial life — held-away included — and complete the tasks you assign. Everything flows into the same record.
Most tools own a slice — a CRM here, a notetaker there, a compliance system. Super Advisor owns the workflow that connects them, from the first prospect meeting to the renewal years later.
The data you gather to win the prospect is the data that opens the account, prepares the review, and proves the audit. Gathered once. Used everywhere.
Briefs read as facts and questions, with the data cited. You review and edit before anything reaches a client.
Each data point traces to its source — statement, meeting or email — so the record stands up to scrutiny.
Attestations are timestamped and immutable. Prove KYC currency across the book on demand.
KYC follows CIRO / CFR in Canada and FINRA / Reg BI in the US — selected by household.
Super Advisor is administrative software for registered advisors. It organizes information and surfaces tasks — it does not provide investment advice or make recommendations. You and your firm remain responsible for KYC, suitability and supervision.
Beyond the platform, our team works hands-on with advisory practices — auditing your stack, automating the workflows that eat your time, and putting AI tools in place that your team actually uses.
We audit your current tech stack, workflows, and data infrastructure to identify where AI will have the biggest impact on your practice.
Meeting prep, client communications, compliance documentation, portfolio reporting — we automate the workflows that eat your team's time.
Auto-generate proposals, financial plans, review decks, and onboarding packages from your existing client data. Minutes instead of hours.
AI tools only work if your team actually uses them. We train advisors and support staff to integrate AI into their daily routine.
Super Advisor is practice-management software for Canadian discretionary portfolio managers and US RIAs that turns documents you already have into a complete client record, surfaces what needs doing, and keeps every household on the advisor's service standard.
Discretionary portfolio managers in Canada and registered investment advisors in the US — independent practices, solo owners, and growing teams where an advisor, CSA, and compliance work one shared client record.
It's the workflow layer that connects the whole relationship — from first prospect meeting to renewal — on one record that feeds onboarding, meetings, reviews, KYC, and audit. It replaces your standalone CRM — run on Super Advisor and you don't need a separate one — and works alongside your other tools like portfolio management, custodians, and planning.
No. Super Advisor is administrative software: it organizes information and surfaces tasks. Every generated brief reads as observations and questions, cited to source. You and your firm review, advise, and decide — it does not make recommendations.
It collects changes year-round, surfaces them for your attestation, and records each sign-off as a timestamped, attributed, immutable attestation. KYC field sets follow CIRO / CFR in Canada and FINRA / Reg BI in the US, selected by household.
Book a walkthrough and we'll run you through a sample household live — showing how Super Advisor builds the record, surfaces the work, and keeps the book current. Nothing to prepare, no client data needed.
You're not adding another tool. You're deleting several — and the hours your team spends stitching them together.
Super Advisor takes the place of your CRM, your notetaker, and your compliance tooling — and the admin behind them. One platform, priced to scale with your practice. It pays for itself the first review season it saves you, or the first client it keeps.
Give us 30 minutes and one household — a sample, or one of your own. We'll rebuild its record, prep its next review, and show you exactly what's drifted. You keep whatever we build, whether or not you buy.
Choose how you'd like to connect with us.
How would you like to reach us?
Send a question via emailWe'll get back to you within a day