Product

Manage client data inside one dashboard. Keep contacts, key dates, and important information available to those that need it.

Collate any asset class for each of your clients. Public, private, and personal assets in one simplified system.

Secure, fully-branded portals for your clients to view important files, receive investment updates and reports.

Easily create reports for your clients. Start with our ready-made templates and save hours of manual effort and time.

Ready-made websites designed and optimised to convert. Switch to a better way to launch, update, and maintain your website.

Securely store files and documents for each client, with multi-layered security measures, and advanced privacy and sharing controls.

Connect better with digital business cards. SuperCard will change the way you network with a memorable and lasting impact.

Onboard clients effortlessly while collecting required data and documentation, ID verification, and KYC checks.

Simplify fee calculation and invoicing, and review bills with easy-to-read summaries and detailed fee breakdowns.

Collate your social channels in one dashboard and quickly view your total reach and target marketing accordingly.

Easily visualise complex ownership structures in one dashboard, from individual assets to trusts and holding companies.