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.