SuperMate® is delighted to announce that First Financial, a leading wealth management firm based in Melbourne specialising in financial planning and superannuation management services, has selected the upgraded SuperMate SMSF software platform.
This partnership enables First Financial to deliver a more streamlined and integrated solution to their SMSF clients. The enhanced version of SuperMate features a cutting-edge web interface and significantly improved process automation and time saving document transaction extraction.
“First Financial has chosen SuperMate because it provides significant productivity savings with transaction processing, workflow and the new document automation Data Hero® capability. The updated SuperMate also means we can onboard new client funds faster and more accurately than we thought possible,” said Dana Mihajlovic, Senior Manager, First Financial.
Significant investments in SuperMate include advancements in workflow efficiency, Advisor and Client View, Client Queries, Bank Account Verification for fraud prevention, and a wider array of integrations.
“SuperMate is the ideal partner for firms offering SMSF services at scale that seek a technology partner willing to integrate and enable the efficient delivery of positive client outcomes,” said Andy Forbes, Chief Technology Officer, SuperConcepts.
With a dedicated migration team, SuperMate ensures a smooth transition for new clients from other platforms.
SuperMate is dedicated to simplifying SMSF so more Australians can control their super.
For more information about SuperMate SMSF software, visit the website at https://www.supermate.com.au.
For all media queries
Andy Forbes | +61 403 189 932 | andy.forbes@superconcepts.com.au
SuperMate® is an SMSF, Small APRA Fund (SAF) and portfolio administration and compliance software product. As an enterprise cloud solution, SuperMate is designed to help accountants, financial advisors, and administrators efficiently deliver these services at scale to their clients. SuperMate is built on proprietary technology that includes the market-leading document automation platform, Data Hero® and is the third largest SMSF software solution in Australia.
