Super Advisor
Curated by SignalComprehensive platform streamlining financial advisors' client management and processes.
Overview
Super Advisor is a fintech company that focuses on delivering solutions for financial planners and advisors. The platform includes a range of tools aimed at improving client management and investment strategy development. Notable features encompass client information management, investment portfolio tracking, digital document execution, and client onboarding. Additionally, the platform supports secure document sharing, meeting scheduling, and task management, while offering personalized financial plans and branded email communications. Super Advisor also integrates with third-party applications and social media platforms to enhance workflow connectivity. The primary audience consists of financial advisors looking to enhance client experiences and streamline business processes through technology.
Key facts
- Founded
- 2021
- Headquarters
- Saint Romain de Colbosc, France
- Stage
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- Industry
- Financial Technology
- Sector
- Wealth Technology
Business model
- GTM channel
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- 4 products and services
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Contact
- Primary office
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