Enterprise Self-Managed Superannuation Fund (SMSF) software administration provider, SuperConcepts, has released a trustee dashboard innovation called SuperMate™ Client View.
Firms using SuperMate™ can now offer SMSF clients a refreshed user experience that provides fund trustees with access to key information as well as an all-new communications channel for faster, end-of-year technical query completion.
SuperMate™ Client View is an enterprise-grade and mobile-first solution that builds on the software’s ability to simplify SMSF, Small APRA Fund and portfolio administration management. The new Client View ensures users stay connected and informed about their SMSF, offering a streamlined approach to trustee engagement.
Andy Forbes (pictured), Chief Technology Officer at SuperConcepts, explained the user-centric design philosophy of SuperMate™: “Our software is built with the end user in mind, originating from decades’ fine-tuning what and how trustees want to view their data. Designed for administrators, accountants, and advisers, the software simplifies SMSF administration with its intuitive interface, thoughtful design, and cutting-edge features, such as automated compliance checks, integrated reporting, and robust data analysis tools.”
“The new Client View empowers administrators using SuperMate™ to grant end trustees a personalised SuperMate™ login and commanding dashboard that expedites the end-of-year lodgement process through efficient query handling,” Forbes said.
This announcement follows a series of impactful updates and enhancements in 20 software releases and over 250 developments since SuperMate’s acquisition from AMP in June. Spearheaded by a hand-picked management team with deep SMSF experience, the revitalised SuperConcepts has made it a priority to improve technology-driven client outcomes.
Matthew Rowe, Chief Executive Officer, SuperConcepts, stated: “The introduction of SuperMate™ Client View demonstrates our commitment to better serve our clients as a privately-owned business, providing subscribers with a comprehensive tool to inform, engage, and streamline the end-of-year query process.”
Forbes shared the team’s vision for SuperMate™ and what is next for the software: “Our team of specialists is working on improved corporate actions, broker feeds, workflow and a pilot of ACSISS Adviser for massively extended bank feeds. The commitment to innovation is unwavering, promising an even more robust suite of features for users.”
“SuperMate™ is not just a software solution; it’s representative of industry change. We believe in more Australians taking control of their superannuation through SMSFs, and accountants using SuperMate™ are helping make this vision a reality.”
This post originally appeared on TechToday.