Dashboard at your fingertips - designed for you to monitor and manage your funds, anytime, anywhere.
Value for accountants
- Track completion of funds across your business
- Track improvements in automation
- Monitor funds with un-reconciled transactions
- Quick feedback from clients on unknown transactions
Value for financial advisers
- View investment details for any fund
- Take fund information with you on the road
- Make Trustee meetings more engaging
- Quickly find holdings across your client base
Value for trustees
- Real-time access to fund summary information
- Stay informed of compliance issues through alerting
- Upload files or photos straight to your accountant
- Assist in classifying unknown transactions
If you're an existing client click here to access the dashboard.
Join our SuperMate webinar to learn about this and other features.